Second Half of Life Podcast

Tax Planning in 2023: An Elder Law Perspective

June 30, 2023 Steinbacher, Goodall & Yurchak Season 4 Episode 8
Second Half of Life Podcast
Tax Planning in 2023: An Elder Law Perspective
Show Notes

This presentation was originally for tax and accounting professionals, but is now being made available for all. In it, Attorney Julie Steinbacher discusses some of the things that clients will need to consider - with the proper legal guidance of course - from an inheritance tax perspective when doing their estate planning this year. Changes to applicable laws that are upcoming are also discussed.