Justin Biance, Certified Estate Planner
Justin M. Biance, a Certified Estate Planner and principal at J. Biance Financial (www.jbiance.com), is the author of Designed to Last: Renovate Your Financial House and Retire With Confidence and The Great Inheritance: 7 Steps to Leaving Behind More Than Your Money. He specializes in multigenerational legacy planning and creating tax-efficient strategies for transferring wealth to heirs. Justin holds a master’s degree in entrepreneurship from the University of Florida and a master’s degree in theology from Holy Apostles College and Seminary. He is the founder of Fraternus Inc., a faith-based mentoring program. He has passed the Series 65 securities exam.
Latest articles by Justin Biance, Certified Estate Planner
Don’t Let Taxes Dim Your Retirement: How to Plan Ahead with Your ‘Tax Bucket List’
retirement Whether you realize it or not, your money is sitting in three different tax “buckets.” To save on taxes throughout retirement, make sure to fill up your tax-free bucket. Here are two ways to do that.
Leave Behind More than Your Money: Communication Is Key to a Successful Legacy
retirement When you consider that 70% of wealthy families lose their wealth by the third generation, you'll see how important communication can be to your estate plan’s success.
By Justin Biance, Certified Estate Planner Publishedretirement