Please share this new podcast from Economics Matters -- the Podcast with all your peeps. In one hour, you'll learn from Frank and Katie (outstanding bios below) most of what you need to know about these issues. This includes ensuring your assets are distributed per your wishes and avoiding unnecessary estate taxes. Estate taxes, by the way, aren't just problems/challenges of the rich. Many state estate taxes start at very low levels, impacting many middle and upper-income families.
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Frank Napolitano is a Senior Financial Advisor at Sensible Financial Planning. Sensible Financial Planning, which does economics-based financial planning using MaxiFi Planner, is located in Waltham, MA. Franks, who lives in San Diego, runs the West Coast branch of the firm. Frank has a B.A. from Harvard University and a J.D. in Business and Financial Law from Boston University School of Law. Committed to bringing an academically rigorous approach to his clients’ issues, he is both a CERTIFIED FINANCIAL PLANNERTM certificant and a Chartered Financial Analyst® charterholder. Frank is a member of the National Association of Personal Financial Advisors (NAPFA), and the National Association of Divorce Professionals.Prior to joining Sensible Financial® in 2012, Frank worked as a Financial Advisor at Morgan Stanley Smith Barney. He advises clients on a wide variety of issues, including asset and risk management, estate planning and retirement income planning. A collaborative professional, he works closely with attorneys and tax accountants to help clients fully execute their financial plans.
Katie L. S. Von Kohorn is a partner of Casner & Edwards, a distinguished Boston law firm, specializing in trusts & estates and exempt organizations. Her practice focuses on estate planning, estate and trust administration, charitable giving, and advising exempt organizations. Katie advises individual clients and generations of families with respect to estate planning, including estate and gift taxes, probate law, estate and trust administration, inter-generational planning, planning with digital assets, and philanthropy. She also serves as trustee of numerous trusts, and works extensively on the investment, tax, and legal aspects of trusts, as well as with the varied interests of trust beneficiaries. She counsels trustees and exempt organizations on issues pertaining to tax exemption, fiduciary responsibilities, and charitable trust law. Katie is also the Co-Chair of the firm’s Women’s Initiative and the Diversity, Equity, and Inclusion Committee.
Economic Matters - The podcast is hosted by Laurence Kotlikoff and moderated by Alex Kotlikoff.
Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic.
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Two Top Experts -- Frank Napolitano and Katie Von Kohorn -- Talk Estate Planning, Gift Planning, Trusts, and Federal and State Estate Tax Avoidance