DATE: Thursday, March 20, 2025
TIME: 2 p.m. ET; 1 p.m., CT; noon MT; 11 a.m. PT
SPEAKER: Ann K. Hagerty, JD, RICP®, Director, Advanced Sales, Securian Financial
Will the increasing estate tax exemption continue to increase, or sunset as planned? Will we see another sunset in the future? The reality is that we don’t know the future of taxation, especially with the ever-increasing Federal deficit. What we do know is estate planning is always an important aspect of your client’s financial plan. Learn how to talk to your clients about estate planning now and ways to implement flexible planning with every client you work with, regardless of the future of the estate tax. We will explore case studies highlighting the most to least flexible estate plans, and everything in between.