Apple Growth Partners

Ep56: Estate Planning, Trusts, and Podcasts

Chuck and Brittany are joined (remotely) by Matt Hochstetler, an estate and trust attorney in Canton, discussing all thing estate planning. Matt talks about how people can plan estates in multiple states (Ohio and Florida, for example), tax considerations for Ohioans looking to spend winters in Florida, the benefits of establishing a trust, and much more. Matt shares his recommendations for when to design a trust and how often to visit it, keeping in mind the sensitivity of planning for the unknown. An avid podcast listener, Matt also shares his top podcast recommendations; after Sliced, of course!