2025 Estate Tax Exemption

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Recorded17 Oct 2024

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481613

Show notes

Scott Luhnau, vice president of multi-generational wealth planning, joins Dan Sharkey, senior wealth advisor, on this episode of Your Life Simplified to share what you need to know before the 2025 estate tax exemption. Scott shares a few strategies to prepare for this extate tax exposure.

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