Wise River Advisors

The Wise River Advisors podcast

Thank you for joining the Wise River Advisors as we invite you to join conversations with our UBS colleagues, members from an extensive professional network, and leaders from our communities. We will discuss timely topics and break down some of the biggest questions in the world of finance.

UBS advisor podcasts

UBS Advisor Podcasts

Estate Planning Before the November 2024 Election

39:28

In this podcast of our Expert Series, Austin Del’Ve with Wise River Advisors has a thought provoking estate planning conversation with Rob Strauss, estate planning attorney and Partner with Weinstock Manion. The conversation lays the framework of estate planning essentials, basic wealth transfer strategies and insights into advanced planning in the face of political changes with the November 2024 election and the sunsetting of the Tax Cuts and Jobs Act at the end of 2025.

Contact information

Wise River Advisors
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
(310) 734-2382
(888) 843-6991

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