
The episode discusses estate planning and managing tax liability in the current political climate.
In this episode Host Zack Fink sits down with Jason Harris, Vice President at Center Street Capital Advisers and DHC’s own Jennifer Saint-Louis who Co-Chairs the Trust’s and Estates Practice. We discuss the value in estate planning and how to manage tax liability in the current political climate. Join us for the informative discussion. * Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Center Street Capital Advisors is a se...
Host: Zack Fink
Guests: Jason Harris, Jennifer Saint-Louis
Organizations: Center Street Capital Advisers, DHC Legal, Wells Fargo Advisors Financial Network, LLC, SIPC
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