Thanks so much for coming to my presentation for the United Capital Q4 Webinar!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials:
The Untenable State of Estate Taxes - Recouple, Repeal, Or Enact Gift Taxes
The Rise of the Spousal Lifetime Access Trust (SLAT)
Permanent Portability of the Estate Tax Exemption - Is It Time to Bypass the Bypass Trust For Good?
3 Estate Planning Strategies that May Die Soon