Latest / Winning at Life with Gregory Ricks
Episode 1312: The Weekly Wrap 9.21.24
In this episode of Winning at Life, financial professional, Gregory Ricks and his guests dive deep into how the upcoming election could reshape tax and estate planning. Whether we see policies from a Trump administration or a Harris administration, tax laws, estate tax exemptions, and financial regulations may undergo significant changes. Our guests—tax and legal professionals—share actionable insights on how to proactively adapt your financial strategies.
We also discuss the importance of regularly updating beneficiary designations, working closely with tax advisors, and making sure your…
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