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Dustin Smith Featured in “Minnesota’s $3 million estate tax threshold catches more families than the federal one”

, CFP®

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Dustin Smith, Senior Vice President, Financial Advisor discusses why Minnesota’s $3 million estate tax threshold affects more families than the federal threshold and how annual gifting can fit into estate planning.

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Head shot of Dustin Smith

Senior Vice President, Financial Advisor

Plymouth, MN

As the leader of the team, Dustin works to create, monitor and adjust comprehensive wealth management plans for all his clients nationwide. He has extensive expertise in financial planning and was an adjunct professor for many years, teaching CFP courses. Dustin shares his valuable knowledge and experience as a regular guest on the WCCO morning show and was recently quoted in Forbes and Bloomberg.

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Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.