About this episode
Josh is here today to discuss financial topics relevant to those of you in or near retirement living your best life along our part of the gulf coast with Jay Stubbs. Takeaways Jay has the esteemed credentials of CLU, which stands for Chartered Life Underwriter, meaning that Jay has high level training in life insurance and how that ties into estate planning In the past when the estate planning exemption was $2 million, or $1 million, or heck, just $650k at the turn of this century Trillions of dollars in tax breaks enacted by former President Donald Trump are scheduled to expire after 2025 if congress does not take action
