EP36: Estate Planning, Part A episode artwork

EPISODE · Mar 20, 2026 · 18 MIN

EP36: Estate Planning, Part A

from On The Mark: Financial Literacy with Mark Zinman · host Mark Zinman

In part one of this multi-part series, Mark dives back into estate planning and the often-confusing world of gifting assets, a relevant topic for this current tax season. As questions surge about the tax implications, he breaks down what you need to know in a clear, practical way. Tune in to understand the importance of responsibly reporting when receiving or gifting estates and assets.

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EP36: Estate Planning, Part A

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This episode is 18 minutes long.

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This episode was published on March 20, 2026.

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In part one of this multi-part series, Mark dives back into estate planning and the often-confusing world of gifting assets, a relevant topic for this current tax season. As questions surge about the tax implications, he breaks down what you need to...

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