Episode 3: Mark Drobny shares Tax & Trust actions you must take today.

Join Kelly as he and Mark Drobny of Drobny Law Offices, as they discuss the necessary steps to take today, before the end of the year to ensure your tax and trust documents are where they need to be. You'll hear relevant stories and action items to consider in the event of a Biden victory as well as, a little history on how we got to our current estate tax process and the significance of updating your trust if it was done prior to 2013. This is a big concern. For more information, visit www.drobnylaw.com. For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: [email protected] To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/