When a Generation-Skipping Trust Makes Sense
Should you consider incorporating a generation-skipping trust (GST) into your estate plan?
In our latest podcast, Soundmark Advisor Todd Flynn, CPA, CFP® explains some key benefits of generation-skipping trusts with Advisor Liz McQueen, CRPC®. Todd discusses who should think about having a GST, considerations when creating an irrevocable trust, and the potential changes we could see down the road with federal estate taxes.
Listen in to help determine if a generation-skipping trust is right for you.
About Liz McQueen, CRPC®
Liz McQueen, CRPC® is an Advisor at Soundmark Wealth Management, LLC. Liz works closely with physicians, business owners, Directors and Executives at Amazon, Microsoft, and Boeing, and other successful and accomplished individuals to help them define their financial goals and implement an ongoing financial planning process.
About Todd Flynn, CPA, CFP®
Todd Flynn, CPA, CFP® is a Principal at Soundmark Wealth Management, LLC. Todd works closely with physicians, business owners, and other high-net-worth individuals to help them define their financial goals and implement an ongoing financial planning process.
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