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Estates, Taxes and Financial Planning with Sweet & Rice

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Estates, Taxes and Financial Planning with Sweet & Rice

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Estates, Taxes and Financial Planning with Sweet & Rice 2

 

Be sure to check out Frazier Rice, who sits down with our own Bill Sweet to wonk out on “today’s estate planning environment and the many challenges and opportunities that currently exist and why it’s important to get going on that process now.”

Bill is the CFO of RWM, and one of our (several) secret weapons.

Audio for the pod is below, but check out the full data dump and outline at FrazierRice.com.

 

 

 

 

Source:
Ep.62, The Current Estate Planning Environment with Bill Sweet (July 27, 2020)

 

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