February 26, 2021

Estate Planning Changes – What You Need to Know in 2021

Hosted by Bart Zandbergen CFP

Host Bart Zandbergen was joined in the studio by Nicole Anderson of Anderson Law Group. Anderson Law Group is a boutique law firm in Laguna Beach that practices exclusively in estate planning and business law. Nicole Anderson, J.D, LL.M., is the founding attorney of Anderson Law Group. She specializes in advanced estate planning and business transactions, income tax planning, asset protection, probate, trust administration, charitable trusts and charitable planning. In this episode, Bart and Nicole discuss some of the current state and federal policy changes in terms of estate planning and how they may impact clientele.

In this episode learn:
– What Lifetime Exemptions are and how they have changed
– What a ROTH Conversion is and how you could benefit from it
– What Prop 19 is and the changes that are now in effect
– Why having living trusts in place is so important

To learn more about Nicole Anderson, or to connect with Anderson Law Group, please visit www.andersonlawgroupinc.com.  

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

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The Zandbergen Report

Wealth Management Strategies and Investment Wisdom
hosted by Bart Zandbergen, CFP.

The weekly, 30 minute show features guests in professional services including mortgage, real estate, law and litigation, as well as entrepreneurs and executives in industries like health, fitness, style and philanthropy. Each episode showcases the dynamic guest and the investments they have made in their career, their clientele and themselves to raise the bar for excellence in their respective industry.