Thu, 4 November 2021
The mad rush for year-end gifting and estate planning for the wealthy may all be for not. Biden’s recent proposal eliminated the attack on certain trusts and gifting strategies as well as the proposed increase in capital gains tax. Chad also gives an update on impressive earnings results for Q3, discusses cryptocurrency scams, and gives a quick answer to “How Much Do I Need to Retire?” Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
