Have you fully planned your estate, did you consider everything you need to? A lot of people overlook important aspects of their estate.
In this episode, Jeremy Finger, CFP®, speaks with Tripp Wiles, an Attorney, and Counselor at Law of a full-service Estate, Tax, and Business Planning firm, Wiles Law. Tripp shares how he helps people think about the next level of estate planning and discusses a number of considerations you should think about when the time comes to plan your estate.
- How he helps people think about the next level of estate planning
- What the spousal tax exemption is and how to make sure you don’t lose it
- What a lifetime inheritor’s trust is and why it’s important to consider when planning your estate
- Why so many people often lack the third thing estate planning revolves around, control
- And more
- Forgotten Raiders of ‘42 by Tripp Wiles
- NY Times Article: Finding Out your Power Of Attorney Is Powerless
Connect With Tripp Wiles:
Connect With Riverbend Wealth Management:
- Riverbend Wealth Management
- 15 Minute Phone Appointment
- Linkedin: Jeremy Finger
- Facebook: Jeremy Finger Riverbend Wealth Management
- Twitter: Jeremy Finger
About Our Guest:
M. Emerson “Tripp” Wiles, III was born in Charleston, South Carolina, and was raised in Tennessee. He graduated from The Citadel with a B.A. in Political Science and holds an M.A. from Hawaii Pacific University in Diplomacy and Military Studies. Tripp earned his Juris Doctorate from the University of Memphis Cecil C. Humphreys School of Law. He is a former Army officer and served in Germany and Macedonia. After serving in the Army, Tripp worked as a research analyst for both the U.S. Army Central Identification Laboratory-Hawaii and the Defense POW/Missing Personnel Office. Tripp authored the book Forgotten Raiders of ‘42. In December 2013, Tripp was appointed by Governor Nikki R. Haley to serve on the Charleston County School Board and was later elected for another term. Over the past decade, Tripp has assisted hundreds of individuals in protecting their families and preserving their legacies through customized estate plans. Tripp enjoys spending time with his wife and children.