Daniel Brockley
Feb 01, 2024

Estate Planning: Advanced strategies (Brandable)

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Tax planning for clients with taxable estates has always been complex. The best way to explain strategies is with diagrams, not documents. That’s why we’ve put together this brandable PowerPoint presentation for client meetings with 10 diagrams to explain some of the advanced strategies and why anyone with $10M in assets should care about estate tax.

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