A Conversation About Estate Tax with Tony Luckhardt, MBA, CFP®, CRPC®, and Emily Diaz, CPA, CFP®
Estate tax doesn’t necessarily affect everyone, but for those it does impact, it can be a big deal. Also, the laws around it have changed several times, and are expected to again soon.
In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Emily Diaz, CPA, CFP®, share about the history of estate taxes. They also provide insight on how people can plan ahead for gifting to loved ones which can help to minimize your estate tax bill.
Tony and Emily share more about:
- What the difference is between an estate tax and an estate plan
- Who needs to be concerned about estate taxes and why
- How Foster & Motley can help you
- And much more
Resources:
Connect With Tony Luckhardt & Emily Diaz:
- info@fosterandmotley.com
- 513-561-6640
- Foster & Motley
- LinkedIn: Tony Luckhardt
- LinkedIn: Emily Diaz
- LinkedIn: Foster & Motley
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