Swim With Jim – Estate Planning

Estate Planning

Swim With Jim

Swim With Jim – Estate Planning

In this month’s episode of Swim with Jim, Jim is speaking with Steven Berger, an estate planning attorney in Severna Park, Maryland, which is near Annapolis and Baltimore. Watch Jim and Steve as they talk about the Tax Cuts and Jobs Act of 2017 and its impact on estate planning, taxation and trusts, how IRAs can be handled as part of an estate, and other estate planning topics.

 

 

Jim Ludwick
Jim Ludwick
jim@mainstreetplanning.com

Jim Ludwick is the founder of MainStreet Financial Planning. His varied education and life experiences have enabled him to apply his knowledge and experience into useful solutions for personal financial problems. His writing and broadcasting activities allow him to help many more than just individual clients. He loves a microphone.

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