Preserving Your Wealth: Estate Planning Considerations
Estate planning is a process, not an event. Impending changes to the current estate and gift tax laws means time is of the essence to review your estate and business succession plans. There is still an opportunity to properly plan and transfer wealth in a tax-efficient manner considering both current law and potential changes. Join us on Thursday, May 20, as Family Wealth Planning Group Leader and Tax Services Partner David Heilich and Family Wealth Planning and Tax Services Manager Lauren Wagner explain the current estate and gift laws, probable changes to those laws, and various planning techniques to prepare a thorough and organized estate plan.