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9. Estate Planning in the Biden Era
Manage episode 297503600 series 2907828
Indhold leveret af Evergreen Wealth Solutions and Kate Visco. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Evergreen Wealth Solutions and Kate Visco eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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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