088: Issues to Consider Before Updating An Estate Plan

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This episode is next in the podcast series, #AskPattiBrennan – a series of episodes in which Patti answers one of her listener’s frequently asked questions.  These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question.  As Americans are getting their financial and legal houses in order for the beginning of the New Year, many are wondering what ramifications Biden’s tax proposal may have on their estate plan. Patti guides the listener through a checklist of important items to keep in mind before updating or changing certain parts of your estate plan.  She also reveals what the best legal tools are to protect yourself and those you love from expensive tax implications.

By Patti Brennan 01/14/2022 05:00 AM

Sponsored by Key Financial, Inc.

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