Ep 096: Core Estate Planning For All!

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March 23, 2023 • 37 mins

Jeffrey Katz started his law practice in 2000 after working as a solo tax accountant and CPA. Now, he's recognized by SuperLawyers as amongst the Top 5 percent of tax and estate lawyers in Maryland and Washington, DC. Over the last 20 years, he’s prepared over 5,000 estate plans and has administered over $100 million in estates and trust assets. He also runs an estate planning software company (which he founded), writes for Bloomberg and has appeared on several news shows and legal podcasts. Listen to this informative The Confident Retirement episode with Jeffrey Katz about his estate planning practice. Here is what to expect on this week’s show: What led Jeffrey to where he is today. Determining the core focus of his firm’s services. How simple estate plans can be complicated. Identifying your assets and liabilities. Managing client expectations and emotions. The biggest obstacles for the future of the practice. Connect with Jeffrey: https://www.jdkatz.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Ep 096: Core Estate Planning For All!