[REPLAY] Why Now? Estate Planning in the Current Tax Environment from Prudential

 
In case you missed it, Prudential’s Karen Hofmann gave the inside track on how different factors have combined to make now the time to talk to clients about protecting their estates with a comprehensive strategy.
She talked about:

• Why NOW is a perfect time for clients to address estate planning needs
• Details and expectations around the current gift and estate tax environment
• How Spousal Lifetime Access Trusts (SLATs) and Survivorship Standby Trusts (SSTs) can be flexible solutions for clients
• More about estate planning on the Trimester Resource site