9. Estate Planning in the Biden Era
Plan. Grow. Prosper
English - July 14, 2021 04:00 - 24 minutes - 33.9 MB - ★★★★★ - 3 ratingsInvesting Business Entrepreneurship cfp esg equities financial investing money retirement finance stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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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.
If you have questions about investing in the current environment, we'd love to hear from you! Email [email protected] with your questions.