Essential Estate Planning Strategies Unveiled | Real Wealth Podcast S2:E6

Tim O'Sullivan went to Law school at Washburn and got his Masters in tax at UMKC. He started his career in tax in the 80s, but switched to estate planning because of his experience in tax and his desire to be on the planning side of estates and tax. 

 

Tim has 30 years of experience and helps head up the e state planning section of Foulston Siefkin in Wichita, KS.

 

Tim discusses estate planning in this episode and how people can plan as they age and "tie-up" their future. He talks about the estimated timelines to close out estates and the cost. 

 

Tim also discusses revocable trusts and tax implications of estate planning. 

https://www.foulston.com/who-we-are/timothy-p-osullivan

 

Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526

https://www.leadingedgefp.com/

https://calendly.com/leading-edge/introductions