Episode #75
The Intricacies of Estate Taxes and How to Pick a Trustee with Leslie Madge
11.29.2024
In this episode, Drew interviews frequent guest and longtime friend, Leslie Madge. Leslie has practiced estate planning law for many decades and has owned her own practice in Massachusetts. She has a few points of advice regarding estate taxes and will share the insights she has gained from many years of experience in establishing trusts.
Securities offered through Raymond James Financial Services, INC., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, INC. Benson Wealth management is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James is not affiliated with and does not endorse the opinions or services of Leslie Madge. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.