Special Guest Gabriel Katzner, Estate Planning Attorney

Show Description: Gabriel Katzner navigates the complex climate of recent estate planning law (proposed) changes. Jason and Alex crossfire questions at Gabriel in an attempt to better understand the potential implications on all of us as it pertains to taxation effects of our retirement assets, creditor protection on those same assets and much more. In this show you will learn about:What is The SECURE Act – what's it all about and what are its key provisionsThe benefit of conduit trusts,...