EPISODE · Mar 26, 2026 · 18 MIN

EP37: Estate Planning, Part B

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

In Part 2 of Estate Planning with Mark Zinman, Mark explores what happens after filing an inheritance tax return, including selling inherited property and managing estates and trusts. He also covers the roles of executors of wills, considerations for dependents and guardians, and the consequences of not following trust rules.

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