In this episode, we discuss some of the things we go over with our clients in order to get a better overview of them as individuals. We want to make sure we can help them accomplish the goals they have, so we’ll touch on topics like longevity planning, current and past health, etc.

As the Halftime Show continues, professionals will dig into what happens when you inherit stocks, property, and other things. And then they’ll discuss taxable “buckets” known as income locations.