Estate plans are a crucial part of a financial plan but are often overlooked or procrastinated. With ever-changing estate tax exemptions and guidelines, it’s important to know where your plan stands and how you and your heirs can get the most out of your estate.
CWA Partner Brian Bortz joins this episode to discuss strategies for different estate sizes, tax considerations and when estate plans need to be revisited.
Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.
