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In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift planning strategies, including why it may be more tax-efficient to gift during your lifetime as opposed to transferring wealth at death. They also delve into the connection between trusts and divorce, highlighting recent troubling court cases. Michael and Erin encourage listeners to remain proactive in their estate planning as laws and strategies evolve.
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إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من Wiggin and Dana LLP's Erin Nicholls and Michael Clear ، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.
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