Apr 29, 2022
In this episode, Gita Nassiri, CPA, JD, MBT and
Catherine Magaña, CFP® discuss Estate Planning for 2022 and some
changes that have occurred.
So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace of mind, tune in now!
In this episode, you'll discover:
About Gita Nassiri
Gita Nassiri, CPA, JD, MBT is an expert in Estate Planning whose accomplishments include:
Learn more about how you can improve your results with Estate Planning with the Blog
Thanks for listening!
FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions. This little-known report reveals 5 better ways to invest in stocks.
To get your free report: https://www.wwmfinancialcarlsbad.com/investingsecrets?utm_source=pc_gita_nassiri_2022
Learn 5 simple steps to avoid making bad investment decision.
Schedule a Consultation: https://go.oncehub.com/FREEConsult?utm_source=pc_gita_nassiri_2022
760-692-5190 | wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.