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"Boston Practice Group: Estate Planning – Practical Suggestions for Advisors & Their Clients," Financial Planning Association

October 28, 2021
Financial Planning Association

On October 28, Counsel Heidi Seely spoke at a Financial Planning Association meeting, "Boston Practice Group: Estate Planning – Practical Suggestions for Advisors & their Clients." Seely discussed how Massachusetts and federal estate, gift and GST taxes play into planning for your client. She covered how to calculate an estimate of how much a client might owe in estate taxes and how to interpret estate tax returns.

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