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Estate Planning

Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.

Webcasts

Attend free webcasts to get the info you need to solve business challenges!

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Debate: Should Congress Tighten Tax Rules on Grantor Trusts?
House Nears Vote on Halving Estate Tax Exemption in 2022
‘An Estate Tax Every Year’: Ed Slott Blasts Plan to Tax Billionaire Wealth Gains
Long-Term Care Planning: What Advisors Should Know
Capital Gains Tax Rate Set at 25% in House Democrats’ Plan

Podcasts

Listen to free podcasts to get the info you need to solve business challenges!

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Jamie Hopkins' 10 Tips for Estate Planning Amid Legislative Unknowns
Taxpayer-Friendly Trust Laws Are Florida's Latest Attraction
Biden’s Tax Plan May Trigger Key-Person Life Settlements
Study Finds Big Drop in Share of Households With Wills
10 Life Insurance Tax Facts to Know