Host Bart Zandbergen was joined in the studio by Nicole Anderson of Anderson Law Group. Anderson Law Group is a boutique law firm in Laguna Beach that practices exclusively in estate planning and business law. Nicole Anderson, J.D, LL.M., is the founding attorney of Anderson Law Group. She specializes in advanced estate planning and business transactions, income tax planning, asset protection, probate, trust administration, charitable trusts and charitable planning. In this episode, Bart and Nicole discuss some of the current state and federal policy changes in terms of estate planning and how they may impact clientele.
In this episode learn:
- What Lifetime Exemptions are and how they have changed
- What a ROTH Conversion is and how you could benefit from it
- What Prop 19 is and the changes that are now in effect
- Why having living trusts in place is so important
To learn more about Nicole Anderson, or to connect with Anderson Law Group, please visit www.andersonlawgroupinc.com.
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Bart Zandbergen Hosts 4th Annual Holiday Wine Pairing Podcast
Bart Zandbergen Talks With Kristine Everly Smith of Surterre Properties
Bart Zandbergen Talks With Revolve Law Group
Bart Zandbergen Talks With Author and Entrepreneur Angela Todd
Bart Zandbergen Talks Luxury Travel with Tiffany Bowne of Lounge Couture
Bart Zandbergen Talks with TV Personality and Tantillo Foods Founder Tony Tantillo
Bart Zandbergen Talks with Foley Family Wines
Bart Zandbergen Interviews BB Lifestyle Founder Bill Bakho
Bart Zandbergen Talks Entrepreneurship and Staffing with Suzanne Justice
Bart Zandbergen and Letitia Berbaum Share Market News and Commentary
OC Realtor Nick Roshdieh Discusses the Evolution of Residential Real Estate
Former NFL Player Will Blackmon Talks Football, Fitness and Falling in Love with Wine
Chris Gialanella of Modern Luxury Talks Emerging from COVID and the Future of Publishing
Cryptocurrency in 2021 – Myths, Risks and More
Retirement Income Planning – What You Need to Know in 2021
GameStop: What happened and possible legal consequences.
Emotions and Finances – Tips to Stay Balanced from a Clinical Hypnotherapist
Employee Health Benefits in 2021
Election – Now What?
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast