The Estate, Wealth and Tax Planning Hour

The Estate, Wealth and Tax Planning Hour

Shireef Elmakawi is an attorney, licensed in California. He has been involved with estate
planning for the better part of twenty years, mostly as part of wealth and
insurance planning.

Early in Shireef’s career he became fascinated with the issues people faced at
the intersection of estate planning, tax law, and wealth management and
how advisors in these different areas had to navigate through these issues
for their clients.

The Estate, Wealth and Tax Planning Hour informs and educates you
in all sorts of estate planning topics, and breaks down things
in estate, tax and wealth planning that for a lot people can be quite
intimidating and they don’t have to be!! We’ll typically have guests on the
show discussing specific areas of estate, wealth and tax planning to help
educate your on basic topics in these areas, but also on some of the more
complex and advanced areas of estate planning. Why? Because everyone’s
estate plan is different, and so we’ll do our best to cover as many issues as
possible that different people and families might face.

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