Second Half of Life Podcast
This podcast explores the many issues and topics related to elder law - the wide range of legal matters affecting people in their second half of life and individuals with disabilities. Produced by Steinbacher, Goodall and Yurchak: Your elder care and special needs law firm, providing quality representation in litigation, with locations in Altoona, State College, Wilkes-Barre, Williamsport, Wyalusing and Wysox, Pa. Visit our website at PAElderCounsel.com.
Second Half of Life Podcast
Putting an Investment Account into a Trust
Attorney Jenna Franks briefly explains the tax situation if an investment account (not to be confused with a qualified retirement plan) is put into a trust, and what our firm generally does to keep the tax rate on such an account as low as possible. This is a brief clip from our Wine & Wills virtual event held on Sept. 1.