Advanced Planning: How to pre-pay estate future estate taxes at a fraction of the cost

Topics with Jon Thurmond (Axis Financial)

• How much do you have to be worth to owe estate taxes when you die in 2021?
• Future possible estate tax changes
• How to "pre-pay" those taxes now at a fraction of the cost

Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)

 

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