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Feb 24, 2021

Today on Mitlin Money Mindset™ we are joined by Jordan Linn. He is a partner with Tannenbaum Helpern Syracuse & Hirschtritt’s trusts and estates practice group. Jordan brings an uncompromising commitment to providing each and every client with responsive, efficient, and sophisticated counsel. Jordan has more than 20 years of experience structuring and executing sophisticated gift estate and generation-skipping tax planning techniques. He represents clients in preparing their last will and testaments, trust agreements, and advanced directives. When the time comes Jordan guides them through the administration process. He has been able to use his expertise to help his clients address the often avoided topic of death in a way that makes them feel comfortable and allows their wishes to be followed. This is an extremely important part of the planning process. He is an excellent attorney and someone that I've had the privilege to call a friend for 20 plus years. 

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You will want to hear this episode if you are interested in...

  • What is Jordan’s focus at the firm? [2:14]
  • At what point should people start thinking about estate planning? [7:33]
  • What are the staple documents people should have in place? [8:59]
  • Things to consider when your child is 18 and heading to college. [11:23]
  • Do trusts help people avoid taxes? [12:35]
  • Misconceptions about what’s included in the trust. [17:10]
  • Different types of planners and what they do. [20:52]
  • Estate planning for business owners. [25:38]
  • What Jordan did today that put him/her in the right mindset for success? [31:25]

Connect with Jordan Linn

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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