When do you…update your trust, consult a Realtor or hire a CPA?

The information is all great but if your time is limited, click the times below to jump to a specific question.

  • 0:21 CPA Q1 – Is home office deduction affected during Covid?
  • 2:03 CPA Q2 – Do CPA’s have specializations like attorneys?”
  • 5:02 T & E Attorney Q1 – What happens to minor children without a trust?
  • 6:29 T & E Attorney Q2 – What should trigger a trust update?
  • 8:41 Broker/Realtor Q1 – What are tips for move up buyers?

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