Joseph OHara, CPA/CFP’s Post

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CPA/PFS, MST, EA, Notary Public, CFP

It’s important to keep in mind that treating your children “fairly” in your estate plan doesn’t always mean you’re treating them “equally.” This is where a pot trust can help. To read more, click the link here: https://lnkd.in/ew4i2Nqg

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Ciara MacMahon

3x your CPA Practice/ Tailored Business Plans / Reach your True Practice Potential - Tel: 818 209 4125

5mo

Good info, Joseph, thanks for posting!

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