RESOURCES HUB video-clip Formula Based Estate Planning
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  • Consumer

Formula Based Estate Planning

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  1. What is formula-based estate planning?
  2. How has the changing exemption affected application of formula plans?
  3. Marital deduction disposition and how it might change in the current environment.
  4. Using Clayton QTIPs, one fund QTIPs and new default planning options.
  5. e. Clients must come in yearly to update documents that become outdated.

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