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Webinar: What Should a Married Couple's Estate Plan Be Post 2017?

  • Lee Bank 75 Park St. Lee, MA (map)

2.5 CTFA

This webinar will review the increased application exclusion and enactment of portability; changes in marital planning for married couples; factors to considering using portability versus traditional A/B planning; impact of state death taxes; disruption caused by maximum exclusion type formulas; and ways to preserve the option of obtaining a step up in income tax basis. (Replay)

Bring your lunch for noon. Webinar starts at 12:30 pm.

Location: Lee Bank, 75 Park St., Lee, MA.

RSVP to Dan Stanyon below. Free for Members! Non-members: Webinars are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

Thank you to event sponsor Lee Bank.

Thank you to event sponsor Lee Bank.