Estate Planning Essentials: What You Should Be Thinking About Now Part Two
Description
In the powerful conclusion of our two-part series, expert Christine Pronek, CPA, MST, dives deeper into advanced estate planning tools that help safeguard wealth for future generations. From asset-protection trusts to charitable strategies and testamentary planning, Christine breaks down the complex, making it practical, actionable, and easy to understand.
Whether you’re advising clients or planning your legacy, this episode offers expert insights you won’t want to miss.
*Please note that in the discussion about testamentary trusts, when revocable trusts are mentioned, that is a reference to provisions within a revocable trust that can create testamentary trusts. Revocable trusts are inter vivos trusts typically funded during the grantor’s lifetime, with additional transfers from the grantor’s estate sometimes occurring after the grantor’s death.*
United States
