Doctors Eyes Only
Easing the Tax Burden for Your Loved Ones
June 28, 2024
Welcome to the Doctors Eyes Only podcast, and today Vestia Partner and CEO Lauren Oschman talks about ways that doctors can minimize a potential tax burden for their heirs when transferring wealth. At the time of this recording, the threshold that needs
Vestia Wealth Advisors - Fort Wayne, IN
The Doctors Eyes Only podcast community knows that life is multidimensional, and creating Wealth That Matters® goes beyond the balance sheet. Join us twice monthly to hear from inspiring physician guests and subject matter experts with unique insights for
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