The WealthAbility Show with Tom Wheelwright, CPA cover image

Reduce Your Income Tax Today & Leave A Legacy For Your Family

The WealthAbility Show with Tom Wheelwright, CPA

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Estate Planning and Income Tax Planning - What Should You Look For?

What are some of the things that people can be looking for when they're talking to an estate a planter or income tax planter? What kind of questions should be asked, and what, you know, what kind of ontes are therey i so obviously, i always like to tell people, you nust speak with somebody and who's done this, anddid you have a good experience with that planner? They need to have certain qualifications. Obviously, you want somebody that's been out a few years. Thisis a very specialized area of the law. I wash tell people i know a whole lot about a very little; it is why i'm happy i have my kids.

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