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
The World's Largest Asset Management Firm Joins Us in the Studio
Budget Blinds: From a Shuttered Business to a Window Covering Empire
Vair Jets: A Private Jet Co-Ownership Program Unlike Any Other
Fitness on Fire Joins Bart Zandbergen in the Studio to Talk Diet and Discipline
Charitable Giving: How to plan ahead to make a difference in people's lives.
Wise Advice from a Professional Image Tailor
What keeps you up at night? How to plan for the worst and gain peace of mind.
Holiday Wine Pairings + Fine Wine 101
Investing 101: Bart and Letitia Talk State of Emergencies in the Studio
Modern Ageless Beauties Talk Fearless Living After 50
Beauty, Brains and Bold Lessons Learned with Letitia Berbaum and Kristin Breen
Making Teeth Sexy Again - Dr. Mark Olson Talks Modern Dentistry and Entrepreneur Life
Raad Ghantous - Aging in Place in Orange County Makes Good Financial Sense
Patti Larson: Brand Authenticity – Your Key to Marketing Success in 2019
Essential Lessons Learned from an In-Demand PR and Brand Strategist
Making Insurance Sexy with Michael Mira
Olympic Champion Tayyiba Haneef-Park Joins Us in the Studio
Talking Wine with Daou Vineyards from One Sommelier to Another
The Zandbergen Report Talks Shop with California Coastal Loans
Bart and Letitia Talk Back to School Life from a Parent's Perspective and Conference Travels
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