Joanna Morrison

Joanna Morrison, a Senior Wealth Strategist at Advanced Planning Group, shares her expertise in estate and tax planning tailored for high-net-worth individuals. She discusses crucial insights from this year's planning guide, including effective tax strategies and the implications of potential changes in gift and estate exemptions. Joanna emphasizes the importance of proactive planning with gifting strategies and Qualified Personal Residence Trusts (QPRTs), especially in light of evolving IRS regulations. Listeners gain valuable advice on navigating state tax challenges post-relocation.