Daniel Hatten

Worth It Episode 5: Tax Matters - An Overview Of The Proposed Changes To Federal Transfer Tax Law (Podcast)

Worth It Episode 4: Pain Free Gifting – Using Your Lifetime Gift Tax Exemption With Residences And Outstanding Loans? (Podcast)

Worth It Episode 3: Having Your Cake And Eating It Too - How To Use SLATs To Use Your Lifetime Gift Tax Exemption? (Podcast)

Worth It Episode 2: Should You Use Your Gift Tax Exemption In 2020? (Podcast)

Worth It Episode 1: Is Now A Good Time To Create A GRAT? (Podcast)

Personal Planning Strategies

Wealth Management Update

Personal Planning Strategies

Wealth Management Update - September 2020

IRS Announces Record Low Interest Hurdle Rate For June, Making Now An Ideal Time To Create A GRAT