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Your Estate Matters Newsletter Parveen Karsan Your Estate Matters Podcast Episode 20: Strategies for Minimizing Estate Taxes and Maximizing Your Legacy with Parveen Karsan In this episode of Your Estate Matters, we sit down with tax lawyer Parveen Karsan to explore the world of estate tax planning. We cover capital gains tax on assets after death, probate fees, and why getting early tax advice is essential. Parveen shares invaluable strategies to minimize taxes and highlights the importance...
Your Estate Matters Newsletter Christa Ovenell Your Estate Matters Podcast Episode 19: Transforming Fear into Empowerment in End-of-Life Planning In this week's episode of Your Estate Matters, we are joined by Christa Ovenell, a licensed funeral director and end-of-life doula. Christa, founder of Death's Apprentice Education and Planning, shares her journey into death care, emphasizing the importance of open conversations about death, advanced care planning, and legacy preparation. The...
Your Estate Matters Newsletter Shelly Appleton-Benko Your Estate Matters Podcast Episode 18: The Best Strategies for Multigenerational Wealth Planning In this week’s episode of Your Estate Matters, we welcome Shelly Appleton-Benko, Vice President, Director and Portfolio Manager at Odlum Brown. The discussion covers wealth management, multigenerational wealth planning, and the importance of legacy. Shelly emphasizes patience and a long-term perspective in wealth management, and the...