[WEBINAR] Estate Planning on Your Terms: The Wait-and-See Advantage from Securian
Thursday 09/18/2025 at 1:00 pm - 2:00 pm CDT
This presentation explores flexible estate planning strategies that allow clients to retain control of their assets while preparing for future estate tax exposure. Using life insurance and trust structures like credit shelter trusts, the “wait-and-see” approach helps clients preserve optionality, access cash value, and adapt to changing tax laws—without committing to irrevocable decisions too early.
This presentation explores flexible estate planning strategies that allow clients to retain control of their assets while preparing for future estate tax exposure. Using life insurance and trust structures like credit shelter trusts, the “wait-and-see” approach helps clients preserve optionality, access cash value, and adapt to changing tax laws—without committing to irrevocable decisions too early.
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