Frequently Asked Questions
Is there a fee for an initial meeting?
No, there is no fee for an initial meeting.
Does Plentybooks hold my money?
No, Plentybooks does not hold custody over client assets.
Do I currently have an estate tax liability?
Most people, throughout their lives, accumulate a substantial amount of assets that they own. Upon their death, these assets change title and are passed on to their heirs. Based on current estate tax laws, this transfer of assets is considered a taxable transaction.