Shauna A. Wekherlien, CPA and estate planning experts Jimmy Smith, Estate Planning Attorney, and Greg Reese, President, of AmeriEstate Legal Plan answer commonly asked questions, and have an extended conversation about Taxes and Estate Plans. You will learn everything you wanted to know about gift taxes, how changes in the proposed estate tax could affect your current estate plan and how to protect your precious assets.
- How proposed changes in the estate tax could affect your current estate plan
- Estate Plans and Federal taxes
- Property and taxes
- Beneficiaries for IRA’s and 401k’s
- And much more