estate planning red flags podcast #13

Married Couple Estate Under $5 Million

CAYCE POWELL, MBA, J.D., FCEP // President, Thompson & Associates

JASON D. MEREDITH, MBA, J.D., FCEP // Executive Vice President, Charitable Estate Planning, Thompson & Associates 

In this episode, Cayce and Jason discuss:

    • Recent estate tax law changes
    • Reducing married couples’ estate tax using a bypass trust
    • Why a good bypass trust a few years ago may not be good planning now
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This series of podcasts focuses on educating development teams across the country with
common pitfalls and red flags faced in estate planning.  These podcasts highlight problems and obstacles your
donors face in the estate planning process.  Knowing these will help you recognize opportunities to assist
your supporters in determining their best plan, which could include your organization.