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Estate Planning Opportunities Amid the Crisis

At The Bonadio Group, we are concerned about everyone whose health and finances are affected by COVID-19 and are trying to help in every way we can. The current economic times, temporary high federal gift/estate exclusion and still favorable rules on available estate planning techniques create some opportunities despite the difficult climate. This Webinar provides guidance on some timely strategies for those with large estates.

Please note: This is a previously recorded training and does NOT qualify for CPE credit.