Estate Planning: Safeguard Your Hard-Earned Assets Now with Marvin Blum

“It’s a dagger in me when I see families writing those estate tax checks because the planning tools that are available to us almost always allow us to get that tax down to either very low or zero,” says Marvin Blum.

In this episode of Before You Go…, join Stacy Kelly and Keith Morris as they speak with Marvin Blum, a savvy estate planning attorney and Founder and Managing Partner of The Blum Firm.

Tune in as Stacy, Keith, and Marvin break down complicated concepts like how the estate tax works, estate tax exemptions, and the clever estate planning strategy of ‘squeeze and freeze’. They also share why you need to do estate planning before disaster strikes, and information to help you choose your law firm wisely for your estate planning needs.