Top 5 Non-Tax Reasons to Have an Estate Plan
In this podcast, Anu Joshi from our Family Wealth and Individual Tax Planning Group discusses the top 5 non-tax related reasons you need an estate plan, from dividing your wealth to protecting your well-being.
Read the Top 5 Non-Tax Reasons to Have an Estate Plan article.
About the Author
Anu Joshi
Anu Joshi, CPA, MST, is a Tax Principal with over fifteen years of public accounting experience and provides tax compliance and tax planning services for…