Gifting Strategies to Family

Ep109: Important Milestones

Patti Brennan: Hi, there. Welcome to "The Patti Brennan Show." Whether you have $20 or 20 million, this show was for those of you who

Ep21: Estate Planning Mistakes

Patti Brennan: Hi, everybody. Welcome to the "Patti Brennan Show." Hey, whether you have $20 or $20 million, this show is for those of you

Ep1: Year End Tax Planning Tips

Patti Brennan: Welcome again to the Patti Brennan Podcast. Today, joining me is Eric Fuhrman. He's our Chief Planning Officer. Thank you so much for