Feb. 11, 2019

Saturday, February 9, 2018 Atty's F. Keats Boyd III & Thomas Wertman of Boyd & Boyd, PC

Saturday, February 9, 2018 Atty's F. Keats Boyd III & Thomas Wertman of Boyd & Boyd, PC

In the first hour, Chris welcomes Atty's F.Keats Boyd III & Thomas Wertman of Boyd & Boyd PC to the show! They discuss Estate Planning, thresholds for Estate Tax, & what is "basis step-up." Atty. Wertman shares information on Estate...

In the first hour, Chris welcomes Atty's F.Keats Boyd III & Thomas Wertman of Boyd & Boyd PC to the show! They discuss Estate Planning, thresholds for Estate Tax, & what is "basis step-up." Atty. Wertman shares information on Estate Administration & the importance of having a professional involved, including what some of the pitfalls can be.  Check out boydandboydpc.com for new webinars and follow their YouTube channel at boydandboydpc. Great show! #boydandboydpc #estateplanning #estatetax #estateadministration