Today's topics with Alison Reiff-Martin:
  • What are estate tax exemptions and how do they work?
  • How much money can I give yearly and not have it count against my estate tax exemption exclusion?
  • What's the tax impact of transferring money/assets to an irrevocable trust?
  • ...and more!

 Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)


Powered by Stone Hill Wealth Management

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