Mitlin Financial, Inc.

We are excited to bring listeners of the Mitlin Money Mindset this episode!

Which point resonates with you? 10 Pieces Of Storytelling Wisdom From Lin-Manuel Miranda

Is your estate plan ready? Do your loved ones know your wishes for your wealth and legacy? Our estate planning checklist will help you get the basics in place. ... We’ll go over: Wills and trusts Identifying beneficiaries Important documents and decision-makers And more! Download your complimentary copy today > https://mitlin.us/2021EPChecklist #estateplanning #trusts #Documents #financialplanning

Family Business Is a Blood Sport. Here's How to Avoid the Pitfalls

Your financial strategy may be tax-efficient now, but what about your estate plan? An irrevocable life insurance trust (ILIT) is an important tool in creating a tax-efficient legacy. We discuss the details of ILITs and how they can help you plan for tomorrow.... Learn more here > https://mitlin.us/ILRTestateplan #estateplanning #financialadvisor #financialplanning

Here’s How To Find Your Definition Of Wealthy