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Episode 3: Mark Drobny shares Tax & Trust actions you must take today.

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Manage episode 274857368 series 2791880
Content provided by Bite Sized Finance and Kelly Brothers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bite Sized Finance and Kelly Brothers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Join Kelly as he and Mark Drobny of Drobny Law Offices, as they discuss the necessary steps to take today, before the end of the year to ensure your tax and trust documents are where they need to be. You'll hear relevant stories and action items to consider in the event of a Biden victory as well as, a little history on how we got to our current estate tax process and the significance of updating your trust if it was done prior to 2013. This is a big concern. For more information, visit www.drobnylaw.com. For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
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35 episodes

Artwork
iconShare
 
Manage episode 274857368 series 2791880
Content provided by Bite Sized Finance and Kelly Brothers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bite Sized Finance and Kelly Brothers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Join Kelly as he and Mark Drobny of Drobny Law Offices, as they discuss the necessary steps to take today, before the end of the year to ensure your tax and trust documents are where they need to be. You'll hear relevant stories and action items to consider in the event of a Biden victory as well as, a little history on how we got to our current estate tax process and the significance of updating your trust if it was done prior to 2013. This is a big concern. For more information, visit www.drobnylaw.com. For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
  continue reading

35 episodes

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