『#39: Trust and Estates with Adam Thielen and Andrew Knewtson』のカバーアート

#39: Trust and Estates with Adam Thielen and Andrew Knewtson

#39: Trust and Estates with Adam Thielen and Andrew Knewtson

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 In this episode, host Tom Pesch is joined by Adam Thielen, Principal in Olsen Thielen’s estate and trust group, and Andrew Knewtson, Tax Senior and Enrolled Agent, for a deep dive into what really happens when someone passes away. They unpack the first steps families should take, key documents to gather, timelines for estate administration, and important tax deadlines. The team also discusses federal and Minnesota estate tax updates, trust planning strategies, and common pitfalls to avoid. Whether you're a personal representative, business owner, or just planning ahead, this episode offers practical insights and professional guidance.
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