Estate Planning in an Uncertain Environment

Adapt your action.

Our client’s needs and the world around them change constantly. New legislation. Tax changes. Rising and falling interest rates.

Uncertainty can create hesitation. But when planning for a wealth transfer to the next generation, the key is to move forward while providing flexibility and control.

Discover three estate planning strategies we see working today and into the future. Ranging from simple to complex, the concepts can help clients take action without delay. After the webinar, you’ll walk away ready to bring these ideas to your clients and stay agile while creating a lasting legacy.