Estate Planning in the Current Tax Environment

Why Now? Estate Planning in the Current Tax Environment

It’s a perfect storm for helping clients create estate plans.

Join Prudential’s Karen Hofmann to get the inside track on how different factors have combined to make now the time to talk to clients about protecting their estates with a comprehensive strategy.

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You’ll learn:

• Why NOW is a perfect time for clients to address estate planning needs
• Details and the uncertain future of the gift and estate tax environment
• How Spousal Lifetime Access Trusts (SLATs) and Survivorship Standby Trusts (SSTs) can be flexible solutions for clients
• More about estate planning on the Trimester Resource site