Sage Planning Solutions

Estate Essentials: Clearing the Confusion with Julie Ann Soward, ESQ. & LL.M – TAX


Listen Later

In this episode, we welcome special guest Julie Ann Soward, a

seasoned estate law and tax expert. Together, we dive into the critical yet often misunderstood world of estate planning. From uncovering common pitfalls to debunking misconceptions about probate and estates, this conversation is
packed with valuable insights and practical advice. Whether you're just beginning to think about your estate or want to ensure your plans are rock-solid, this episode will help you navigate the process with confidence. Don't miss this essential guide to securing your legacy.

...more
View all episodesView all episodes
Download on the App Store

Sage Planning SolutionsBy Sage Planning Solutions