March 7, 2024 @ 2:00 pm – 3:00 pm


Estate Planning in the Current Tax Environment 

With the clock ticking on the time left to take advantage of the record high federal estate, gift, and generation-skipping transfer tax exemptions, the time is NOW to talk to clients about their estate planning needs. Join us for a session where we’ll discuss:

  • The current state of gift and tax planning. You’ll understand what the exemptions are today and what they’ll revert to in just 22 months.
  • Flexible planning strategies clients can consider, enabling them to have a plan that capitalizes on today’s environment while allowing them to adapt to whatever tomorrow may bring.
  • Why estate planning is important for all clients, even if they don’t have an estate tax problem today