Episode 247: The State of Your Estate: Planning Basics (Part 2)
Here’s Part 2 of our State Estate Tax Planning series! Plus, the Lewits share some St. Patrick’s Day data and highlight what’s on the agenda for our March financial planning calendar. Tune in now!
Quotes of the Month:
“Saving is a very fine thing. Especially when your parents have done it for you.” – Winston Churchill
“I’ve got all the money I’ll ever need…if I die by four o’clock.” – Henny Youngman
St. Patrick's Day by the Numbers:
From green outfits to festive celebrations, St. Paddy’s Day spending adds up. Here are a few statistics that show the financial side of the holiday.
March…
The skinny
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