Thompson & Associates

Estate Planning Flags #11: Taxable Estates with No Estate Planning


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President Cayce Powell, MBA, JD, FCEP and Executive Vice President Jason Meredith, MBA, JD, FCEP discuss:

1. Brief history of estate tax law and the exemption amounts.
2. The importance of the charitable deduction to avoid estate tax.
3. Is estate planning just to avoid estate tax?
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Thompson & AssociatesBy Thompson & Associates

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