Estate Planning 101 Part 1 – With Greg Raabe & Brooke Halsey
Join Todd Lyon as he chats with other professionals about important financial decisions.
We kick off our series of educational events with “Estate Planning 101” as the topic. With Todd on the call, is Greg Raabe of Wellspring Associates and Brooke Halsey of the Law Offices of Brooke Halsey. Greg’s firm provides financial planning for families, and Brooke performs Estate Planning and trust administration for families. During this conversation, Todd chatted with Greg Raabe & Brooke Halsey as they explore the current estate planning opportunities giving the tax environment and possible upcoming changes in tax law for 2022.
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