Bite Sized Finance
Bite Sized Finance
Kelly Brothers
Episode 3: Mark Drobny shares Tax & Trust actions you must take today.
30 minutes Posted Oct 20, 2020 at 4:32 am.
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Show notes
Join Kelly as he and Mark Drobny of Drobny Law Offices, as they discuss the necessary steps to take today, before the end of the year to ensure your tax and trust documents are where they need to be. You'll hear relevant stories and action items to consider in the event of a Biden victory as well as, a little history on how we got to our current estate tax process and the significance of updating your trust if it was done prior to 2013. This is a big concern. For more information, visit www.drobnylaw.com or www.gbbwealth.com.