Season 1 · Episode 16
How to approach real estate in an estate plan with Jennifer Rozelle
The Practical Planner · wealth.com
May 14, 202443m 57sExplicit
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Show Notes
Jennifer Rozelle, Owner and Attorney at Indiana Estate & Elder Law and host of the Legal Tea podcast, joins hosts Anne Rhodes and Thomas Kopelman to discuss what advisors need to know when helping their clients figure out what to do with their real estate assets. They touch on common mistakes to avoid, gifting strategies and why it’s often about helping clients have conversations they’ve been avoiding.