Maximizing Your Retirement Through Estate Planning with Craig Hersch (Ep.67)
Think estate planning is just about what happens after you’re gone? Think again! It’s a vital life plan to help you shield wealth, minimize taxes, and set your family up for success.
Today on The Dream Architect Life Podcast, Bryan Sweet interviews Craig Hersch, a seasoned estate planning attorney and strategic coach. They discuss the upcoming changes in estate tax laws, particularly the sunset provisions set to take effect in 2026. Craig shares insights on advanced estate planning strategies, the importance of timing, and how to identify qualified estate planning attorneys.
Craig discusses:
- How important is timing when implementing estate planning strategies
- What are some common misconceptions clients have about estate planning processes
- Why is open communication with family about financial matters essential
- What is necessary to create a personalized estate plan tailored to a client’s unique situation
- And more
Resources:
- The Experience Economy by Joseph Pine and James Gilmore
- Prepare For The Future: Understand the Implications of the Sunset of High Estate and Gift Tax Exemptions
Connect With Craig Hersch:
Connect With Sweet Financial Partners:
- 1 (507) 235-5587
- meetingwithsweet.com
- meetingwithamber.com
- Sweet Financial
- LinkedIn: Bryan Sweet
- LinkedIn: Brittany Anderson
- Facebook: Sweet Financial Partners
- 📖 Get our book, “Dream Architecture” here
About Our Guest:
Craig R. Hersch is the go-to National Practice Development Expert for truly entrepreneurial & ambitious estate planning attorneys. He almost single-handedly created the innovative, trademarked processes The Family Estate & Legacy Program® and The Estate Settlement Program®, The Advanced Planning Expander™ and The Transitional Event Sequence™. These unique processes, designed to provide clients with comfort and clarity when navigating the complex legal, tax, and financial concerns associated with planning and administering an estate, are innovative game-changers that can’t be compared with anything else out there.
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