Estate Planning and Tax Changes with DeDe Jones

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

http://bethlynnandersenjd.com 

Phone: 720-922-3880