Martin M. Shenkman sheds lights on the Credit Shelter Trust, a common estate planning tool, and helps you understand their pitfalls and opportunities. The video showcases how AI software can evaluate clients’ estate planning documents and give summaries that can educate the client and build relationships with your attorney collaborators.
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Tax Snapshot
A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions
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