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

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

    FromThompson & Associates

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

    FromThompson & Associates

    ratings:
    Length:
    16 minutes
    Released:
    Apr 23, 2019
    Format:
    Podcast episode

    Description

    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?
    Released:
    Apr 23, 2019
    Format:
    Podcast episode

    Titles in the series (99)

    Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.