49 min
Smart Estate Planning: Probate Evergreen Exchange
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- Business
The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, host, Jeff Otis, interviews Washington Estate Planning Attorney, Katie Ludwick, on the topic of "probate". Jeff is a Senior Wealth Consultant and Partner, working out of Evergreen's Bellevue office and Katie practices just down the street at Ludwick Law Group, P.S.
In this episode, Katie provides an overview of the probate process, as well as advice to potentially save time and money! You can reach her at KLudwick@ludwicklaw.com or reach Jeff at jotis@evergreengavekal.com.
Thanks for tuning in and we hope you enjoy the listen!
DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. While Evergreen does our best to benefit our clients from a tax perspective, we are in no way tax professionals. Any specific tax related questions should be directed to your CPA. The statements and opinions of Ludwick Law Group P.S.'s statements are their own.. Evergreen does not have a formal relationship with Ludwick Law Group P.S. Neither Ludwick Law Group P.S. nor Evergreen receive any compensation for recommending or referring clients. Evergreen recommends providers based on its own experiences and feedback from clients. However, Evergreen is not responsible for the services provided by outside parties. Viewing this webinar does not create a client relationship with either Evergreen Gavekal or Ludwick Law Group, P.S., and any communications to either entity are not privileged absent a formal client relationship signed in writing between you and the entity.
The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, host, Jeff Otis, interviews Washington Estate Planning Attorney, Katie Ludwick, on the topic of "probate". Jeff is a Senior Wealth Consultant and Partner, working out of Evergreen's Bellevue office and Katie practices just down the street at Ludwick Law Group, P.S.
In this episode, Katie provides an overview of the probate process, as well as advice to potentially save time and money! You can reach her at KLudwick@ludwicklaw.com or reach Jeff at jotis@evergreengavekal.com.
Thanks for tuning in and we hope you enjoy the listen!
DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. While Evergreen does our best to benefit our clients from a tax perspective, we are in no way tax professionals. Any specific tax related questions should be directed to your CPA. The statements and opinions of Ludwick Law Group P.S.'s statements are their own.. Evergreen does not have a formal relationship with Ludwick Law Group P.S. Neither Ludwick Law Group P.S. nor Evergreen receive any compensation for recommending or referring clients. Evergreen recommends providers based on its own experiences and feedback from clients. However, Evergreen is not responsible for the services provided by outside parties. Viewing this webinar does not create a client relationship with either Evergreen Gavekal or Ludwick Law Group, P.S., and any communications to either entity are not privileged absent a formal client relationship signed in writing between you and the entity.
49 min