Demystifying Estate Planning | Melanie Mitchell-Epp | EP 030

Tax Talk Podcast

Oct 9 2023 โ€ข 43 mins

On this episode, Jared chats with Melanie Mitchell-Epp.

Melanie asked to join the podcast in an effort to promote an estate planning seminar that Jared is co-hosting on Oct 18th at the Innisfail Golf Club at 7pm. She felt it was important to share her personal story with respect to a couple of estates she has recently been involved with to help listeners better prepare for when they experience a similar situation in their lives.

Some of the topics discussed in the episode:
๐ŸŽ™๏ธ Melanieโ€™s experience with her grandma and fatherโ€™s estates over the past couple of years.
๐ŸŽ™๏ธ Family relationships โ€“ how these can be strained after a loved one passes away.
๐ŸŽ™๏ธ Importance of a will โ€“ how a will streamlines the estate process exponentially.
๐ŸŽ™๏ธ Personal representative (PR) & POA โ€“ how selecting the right individual for these positions is crucial.
๐ŸŽ™๏ธ Investment opportunities โ€“ how a proper estate plan enables your PR to capitalize on opportunities.
๐ŸŽ™๏ธ Tax liabilities โ€“ how an understanding of your final tax bill will benefit your beneficiaries.
๐ŸŽ™๏ธ Tax planning โ€“ how tax mitigation needs be completed well in advance of your passing.

If listeners want to touch base with Melanie, you can find her through the following links:

Melanie Mitchell-Epp
Your Limits Lifted
587-801-2255
melanie@yourlimitslifted.com
https://www.yourlimitslifted.com/

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Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
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