“Planning for the 2026 Sunset of the Estate Tax Exemption” webinar recording
Co-Heads of Chevy Chase Trust’s Planning Group, Laly Kassa and Elizabeth Kearns, discuss what’s at stake, who should pay attention […]
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estate planning
Q & A with Leslie K. Smith
Recently, we sat down with Leslie Smith, Senior Managing Director responsible for the financial and estate planning services of the firm.
