Navigating Estate Tax Changes with Encore's Mike Bennett
Update: 2025-10-07
Description
In this episode, Mike Bennett discusses the implications of the new estate tax exemption introduced by the Big Beautiful Bill. He provides a historical context of estate tax changes, explores the opportunities and challenges for estate planning, and emphasizes the importance of proactive strategies for financial advisors. The conversation also touches on the relevance of AB Trusts and state estate taxes, highlighting the need for advisors to stay informed and prepared for future changes.
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