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9. Estate Planning in the Biden Era
Manage episode 297503600 series 2907828
Sisällön tarjoaa Evergreen Wealth Solutions and Kate Visco. Evergreen Wealth Solutions and Kate Visco tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
In this episode, Andy talks with Justin Duft, Director of Advanced Planning at Commonwealth Financial Network. Listen as we discuss estate planning in the Biden Era. Topics include estate taxes, steps to take when beginning to plan your estate, state vs. federal estate tax regulations, and stories of clients' estate planning challenges.
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If you have questions about investing in the current environment, we'd love to hear from you! Email kate@egwealth.com with your questions.
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