Tax Strategies For Effective Estate Planning is a conversation with CJ Griffith, Partner at Sullivan, Griffith & Beatty. CJ highlights the three tax strategies to consider for a more effective estate plan: defer wealth transfers with appreciating assets, manage tax liability using trusts, and reduce estate planning by skipping the next generation.
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The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180
