Thompson & Associates

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

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Sinopse

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?