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Estate Planning: Plan Now, Gift Now, Insure Now
Manage episode 450182763 series 3502265
İçerik TBA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan TBA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
As we embark on the possibility of estate tax regulations changing at the end of 2025, which may or may not happen with the recent election results, we brought in an expert on all things estate planning – Brett Berg from Prudential. He is a trusted resource for TBA, and Zach Gosselin sat down with him to discuss the approach your clients should be taking to estate planning, where to seek information about providing flexibility within trusts, and the overall message you should be communicating with your clients: Plan Now, Gift Now, Insure Now. For more information on estate planning and how to have effective conversations with your clients, you can reach out to TBA at anytime at TBA.com or 865-588-9555.
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