Estate Planning: What California Property Owners Need to Know
Date postedJune 10, 2021
What is Estate Planning and why it is important to have a plan that includes a revocable living trust, will and power of attorney for finance. The impact of Federal and State tax laws on planning. Basic planning mechanisms that can provide savings at death will be touched on. PLAYBACK FILE.
Speaker: Terry Allen, CFP, Enhance Wealth Advisors