Send us a text
Tune in for a “Cautionary Tales" episode! Taxes can be a silent wealth killer—especially if you don’t plan ahead. Whether you’re planning your own estate or advising clients, this episode is packed with valuable insights on gift taxes, estate taxes, and inheritance taxes. Don’t miss this episode, so you make tax-smart decisions.
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.