This week the Live, Plan, Invest podcast hosted by ACM Wealth welcomed Joe Donohue, Managing Member of Donohue, O'Connell & Riley. Joe specializes in Estate & Gift Tax Planning along with many other focuses revolving around Estate Planning. Kevin and Joe discuss the six pitfalls people fall into when conducting Estate Planning, how to avoid them and how best to set up your Estate, including some resources that you need to use. All that and more!
December 5, 2023