[WEBINAR] Chasing the Sunset Series: Estate Planning Considerations to Make Today from Securian
Thursday 11/16/2023 at 1:00 pm - 2:00 pm CST
The expiration of provisions in the Tax Cuts & Jobs Act (TCJA) presents a need for estate planning for clients with estates valued in excess of $6 million. Consider that by 2026, a single individual with a $10 million-dollar net worth would have an estate subject to tax on $4 million. We will explore strategies using life insurance, gifting, and charitable giving for clients who may be affected.
The expiration of provisions in the Tax Cuts & Jobs Act (TCJA) presents a need for estate planning for clients with estates valued in excess of $6 million. Consider that by 2026, a single individual with a $10 million-dollar net worth would have an estate subject to tax on $4 million. We will explore strategies using life insurance, gifting, and charitable giving for clients who may be affected.
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