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.

 

 

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