Episode #241: How the Wealthy Use Leverage to Pay for Estate Taxes


 

Living in America, we have all heard it is best to pay in cash when handling large transactions or capital purchases. Leverage and debt are the enemy and paying interest is a sin. However, the wealthy know this is not always the truth…

In this episode of Money Script Monday, Kevin analyzes 5 estate tax scenarios and how it could be more beneficial to use other people’s money to reduce out-of-pocket costs.

Resources Provided for This Episode


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About Kevin Nuber

Kevin Nuber is the Vice President of Field Support at Simplicity Group. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.