Confluence Financial Partners’ Post

In the next two years, you’re going to hear a lot about estate taxes and estate tax exclusion. In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Gregory Weimer, CFP®, CPA, President and COO, and Randy Holcombe, CFP®, Director of Wealth Planning, to discuss “Estate Taxes: What You Can Control.” Tune in to hear Greg, Gregory and Randy discuss the “recipe” for giving to your heirs without overpaying in taxes. Listen to the episode here 🔗https://hubs.la/Q02J5yHP0

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Andrew Zihmer

Zihmer Law Firm | 7-Figure Estate Planning Law Firm | Mastermind With Law Firm Owners

2mo

Way to stay in front of this 🚀

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