Tag: Estate Tax Laws ()
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088: Issues to Consider Before Updating An 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 impli
Posted 01/14/2022 06:00 AM
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081: Issues to Consider When Moving Out of State
Patti guides the listener through a checklist of important items to keep in mind before making the big move, to better understand the rules when establishing state residency to fight potential tax audits.
Posted 10/08/2021 06:00 AM
