Jeffrey Katz started his law practice in 2000 after working as a solo tax accountant and CPA. Now, he's recognized by SuperLawyers as amongst the Top 5 percent of tax and estate lawyers in Maryland and Washington, DC. Over the last 20 years, he’s prepared over 5,000 estate plans and has administered over $100 million in estates and trust assets. He also runs an estate planning software company (which he founded), writes for Bloomberg and has appeared on several news shows and legal podcasts.

Listen to this informative The Confident Retirement episode with Jeffrey Katz about his estate planning practice.

Here is what to expect on this week’s show:

Connect with Jeffrey:

https://www.jdkatz.com/

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