Podcast: Key details to consider in Will and estate planning
Jul 30, 2020 | Rick Mirabelli and Brian Gibson
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Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.
“Within tax planning, two main aspects are minimizing taxable gains and finding ways to effectively manage losses. It’s here that the strategy of tax-loss selling may be beneficial.”