Aspiring to philanthropic planning's highest ethical standards

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Zero Estate Tax Planning - with Values

Henry Whiffen's presentation will show step by step how to zero out the estate tax on an estate that is projected to grow from $60 mil to over $300 mil in 25 years. In the 25th year, the comparison is as follows:

Equally, if not more important, are the perpetuation of family values and also the charitable elements of advanced estate planning. Each of these will be addressed in this session.