Webinar

Estate Planning in 2024

February 6, 2024 | 10:00 AM - 11:00 AM PT

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Adaptive Insights Professional Services
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~60 Minutes
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This webinar is approximately 60 minutes of viewing time.

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Strategies to adapt to rate & legislative changes.

Explore Estate Planning Tactics Amid Changing Economic Landscapes

Join us for an insightful webinar focused on the dynamic landscape of estate planning in 2024. You will gain insights into how shifting interest rates are influencing estate planning decisions and learn strategies to tackle these changes.

We'll discuss the decreasing lifetime exemption, its potential effects and how you can prepare efficiently for this legislative shift. This knowledge will equip you to guide your clients effectively in a changing economic landscape.

Learning Objectives:

  • Grasp the impact of elevated interest rates
  • Prepare for legislative changes
  • Enhance value in professional relationships

Speakers

  • Rachel Kieser, Partner, Tax, Armanino
  • Jim McGrory, Partner, Tax, Armanino

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