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    Deadline Looming To Avoid The Estate Tax

    Deadline Looming To Avoid The Estate Tax

    FromBig Picture Retirement

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    Deadline Looming To Avoid The Estate Tax

    FromBig Picture Retirement

    ratings:
    Length:
    38 minutes
    Released:
    Sep 12, 2022
    Format:
    Podcast episode

    Description

    The tax code is set to have big changes in 2026. If you want to avoid estate taxes when these rules change, there may be steps you need to take TODAY!  Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.Contact Devin’s team at https://www.carrolladvisory.com/ Contact John’s team at https://www.rossandshoalmire.com/
    Released:
    Sep 12, 2022
    Format:
    Podcast episode

    Titles in the series (100)

    If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.