Broker Check
Podcast #6 with Preston Mathews: Estate Planning and Tax Strategies

Podcast #6 with Preston Mathews: Estate Planning and Tax Strategies

April 24, 2024

Tune in to this exciting episode of the podcast, where Branden DuCharme and guest Preston Mathews tackle the complex world of estate planning and tax implications. Learn about gift and estate taxes and how they may or may not affect you depending on the size of your estate. Discover the benefits of the step-up in basis for inherited real estate and how it can help minimize capital gains taxes. They also discuss the risks of joint ownership with adult children and the importance of updating your estate plans after major life events. Don't miss out on this valuable information about protecting your assets and ensuring your wishes are carried out efficiently.