Estate Planning | How to Evolve Your Plan When the Rules Keep Changing episode artwork

EPISODE · Oct 7, 2021 · 31 MIN

Estate Planning | How to Evolve Your Plan When the Rules Keep Changing

from Off The Wall · host Monument Wealth Management

Laws affecting trusts and estates are currently in flux. How should you be thinking about these changes? And how should you evolve your estate plan over time as laws change? Trust and estate attorney Catherine Schott Murray from Odin Feldman Pittleman joins the podcast to share a run-down of proposed estate law changes, as well as what options for reducing your gross estate will likely remain in place. Listen to the end for her thoughts on the most important things you need to consider before meeting with a trust and estate attorney.   Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com  Important Disclosures: https://monumentwealthmanagement.com/disclosures

Episode metadata supplied by the publisher feed · Published Oct 7, 2021

Embed this episode

Ready to play

Estate Planning | How to Evolve Your Plan When the Rules Keep Changing

0:00 31:17

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Off The Wall?

This episode is 31 minutes long.

When was this Off The Wall episode published?

This episode was published on October 7, 2021.

Can I download this Off The Wall episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!