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Home > Wealth-Building Made Simple > Advanced Planning: How to pre-pay estate future estate taxes at a fraction of the cost
Podcast: Wealth-Building Made Simple
Episode:

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

Category: Business
Duration: 00:13:25
Publish Date: 2021-08-31 16:21:14
Description:

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)

 

Powered by Stone Hill Wealth Management

 
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