Estate Planning and Tax Changes with DeDe Jones

Update: 2021-11-02

Description

On this episode of Breaking Upward, we're joined by CPA and Certified Financial Planner, DeDe Jones. She walks us through her perspective on trusts and how anticipated Estate and Gift tax law changes may impact Grantor trusts, estate and gift cut offs, and other critical things you need to know in writing a will or trust.

Guest Info:

DeDe Jones - CPA | CFP - Innovative Financial

https://innovativefinancial.com

https://www.youtube.com/c/MoneyMasteryWithDeDe

Host Info:

Beth Andersen - Owner & Attorney at Andersen Law PC

http://bethlynnandersenjd.com

Phone: 720-922-3880

Comments

In Channel

Navigating Colorado Real Estate: Insights with Kay Bohan

2025-11-0751:00

Understanding Protection Orders: Legal Insights with Ricki Stonecraft

2025-07-3045:24

Fighting for Victim’s Rights with Rachel W. Robinson

2024-05-0144:10

Insurance in Colorado with Melissa Dahlman-Babers

2024-01-0541:37

Protecting Your Boundaries with Carolyn Elges

2023-12-1242:35

Cover your Assets: Why Business Owners Need Excellent Bookkeeping in Divorce

2023-10-2535:40

Financial Disclosures: How to Protect Your Assets in Divorce

2023-08-3047:02

The Inside Scoop: Family Law Clerks on Judges with Brian Beebe - Things You Need to Know

2023-07-2148:50

Navigating Blended Families with Jessica Kallweit

2023-06-2847:34

Wills and Trusts with Attorney Jacob Castonguay

2023-05-0348:22

Tax Tips in Divorce and Probate: CPA John McGehee Weights In

2022-12-1658:29

Rosie & Beth Weigh In - How to Get the Best Results from your Law Firm

2022-10-2501:02:13

Overcoming Abuse to Create Resilience with Serena-Faith Masterson

2022-09-2001:06:02

Giving Children a Voice in Divorce

2022-04-2854:22

Can You Keep the House in Divorce? The Lender Decides! With Ed Atkinson, Mortgage Broker

2021-12-1645:27

Estate Planning and Tax Changes with DeDe Jones

2021-11-0241:52

How to Sell Your Second Home in Divorce or Probate with Tom Kozlowski

2021-09-2942:34

Making use of a private investigator in your family law case with Private Investigator Elizabeth Daerr

2021-07-2739:44

Tip for Selling a Home in Probate with Dan Lucchesi

2021-06-2934:41

Divorce Coach: Dominique Nicole - How a personal divorce coach can help you navigate your divorce.

2021-06-2930:54

00:00

1.0x

Estate Planning and Tax Changes with DeDe Jones

Beth Andersen of Andersen Law PC

#box-pro-ellipsis-176388676437515{-webkit-line-clamp:2;}Estate Planning and Tax Changes with DeDe Jones

Estate Planning and Tax Changes with DeDe Jones

Beth Andersen of Andersen Law PC

Estate Planning and Tax Changes with DeDe Jones