Estate Planning Conversations

Posted on
Enjoy Your Wealth
Get the Book

Real Wealth® welcomes estate planning expert, author, and speaker Bruce Udell, who brings over 35 years of experience. Bruce discusses changes in the estate tax law and some important things that your clients should think about when planning their estates. He encourages them to take advantage of the knowledge that their team of professionals bring to the table, and come up with an appropriate solution together.

 

 


This program may have passed its compliance expiration date.

Please fill out the 'request access' form so we can get it re-approved and make it available to you.

This content has passed its compliance approval expiration date.

If you'd like access, please let us know so we can re-approve it for you.