On this episode of Breaking Upward, we're joined by CPA and Certified Financial Planner, DeDe Jones. She walks us through her perspective on trusts and how anticipated Estate and Gift tax law changes may impact Grantor trusts, estate and gift cut offs, and other critical things you need to know in writing a will or trust.
Guest Info:
DeDe Jones - CPA | CFP - Innovative Financial
https://innovativefinancial.com
https://www.youtube.com/c/MoneyMasteryWithDeDe
Host Info:
Beth Andersen - Owner & Attorney at Andersen Law PC
Phone: 720-922-3880
