Imagine That

Estate Taxes: What You Can Control


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In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Gregory Weimer, CFP®, CPA, President and COO, and Randy Holcombe, CFP®, Director of Wealth Planning, to discuss "Estate Taxes: What You Can Control."

In the next two years, you're going to hear a lot about estate taxes and estate tax exclusion. Greg, Gregory and Randy discuss the "recipe" for giving to your heirs without overpaying in taxes.

Tune in to learn how Estate Tax Planning can help you maximize your life and legacy.

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Imagine ThatBy Confluence Financial Partners

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