BRASELTON, Ga. -- Changes in both demographics and tax laws require a massive rethinking of estate planning strategies, planners were told Tuesday morning at one of the first sessions at FPA Retreat.
The goal was to pass as much wealth to the next generation as possible, and do it in as tax-free a manner as possible, said Atlanta estate planning attorney Jeff Scroggin. But with the high estate tax exemption, he said, the estate-planning focus should now be to protect and preserve the family.
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