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    Estate Planning Flags #13: Married Couple Estate Under $5 Million

    Estate Planning Flags #13: Married Couple Estate Under $5 Million

    FromThompson & Associates

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    Estate Planning Flags #13: Married Couple Estate Under $5 Million

    FromThompson & Associates

    ratings:
    Length:
    20 minutes
    Released:
    Jul 1, 2019
    Format:
    Podcast episode

    Description

    In this episode, Cayce Powell and Jason Meredith discuss married couple estates valued under $5 Million. They'll highlight:• Recent estate tax law changes• Reducing married couples' estate tax using a bypass trust• Why a good bypass trust a few years ago may not be good planning now
    Released:
    Jul 1, 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.