Off The Wall

Estate Planning | How to Evolve Your Plan When the Rules Keep Changing


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Laws affecting trusts and estates are currently in flux. How should you be thinking about these changes? And how should you evolve your estate plan over time as laws change? Trust and estate attorney Catherine Schott Murray from Odin Feldman Pittleman joins the podcast to share a run-down of proposed estate law changes, as well as what options for reducing your gross estate will likely remain in place.

Listen to the end for her thoughts on the most important things you need to consider before meeting with a trust and estate attorney.

 

Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com 

Important Disclosures: https://monumentwealthmanagement.com/disclosures

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Off The WallBy Monument Wealth Management