Estate Planning Considerations to Make Today
The potential 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 net worth could 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.
Join the Securian Financial Advanced Sales Team for a live webinar on the opportunities presented by the TCJA sunset.