Business
Eileen Rice gives us an amazing history lesson on estate taxes which includes the origin of algebra! She also gives a few real scenarios of planning she has witnessed over her 30 year career and examples of inheritances put to tremendous use. Jennifer Sapel and Eileen Rice are registered representatives and financial advisors of Park Avenue Securities, LLC. Their OSJ is 333 North Indian Hill Boulevard, Claremont, California 91711 (909) 399-1100. Security products and advisory services are offered through Park Avenue Securities, member FINRA and SIPC. Jennifer and Eileen are financial representatives of Guardian Life Insurance Company of America, New York, New York. Park Avenue Securities is a wholly owned subsidiary of Guardian. Utor Wealth is not an affiliate or subsidiary of Park Avenue Securities or Guardian. Eileen Rice CA Insurance License # 0816167. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by Park Avenue Securities, Guardian or Utor Wealth and opinions stated are their own. Individual situations may vary and information is to be relied upon only when coordinated with professional advice. Tracking 2020-94939, expiration 03/2022.