Webinar

Estate Planning in 2024

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

Contact Us
Webinar Highlights
Is This Program For You?
Adaptive Insights Professional Services
Service
of Interest
Career Benefits PTO
~60 Minutes
Time Allotment
This webinar is approximately 60 minutes of viewing time.

Webinar Content

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


estate-planning-strategies-2024
Presentation
Rather Just Download the Full Presentation?
View the presentation here or click on the button below to download a pdf version.
Download Now
Resources
Related News & Insights
Stress-Free 1099 Filing for 2025: What You Need to Know
Webinar
Stress-Free 1099 Filing for 2025: What You Need to Know
Don't let year-end stress catch you off guard.
November 21, 2024 | 12:00 PM - 01:00 PM PT
Year-End Tax Planning for Individuals
Webinar
Year-End Tax Planning for Individuals
Navigate Changes and Maximize Opportunities in 2025
November 19, 2024 | 11:00 AM - 12:00 PM PT
2024 Year-End Tax Planning Guide for Businesses
White Paper
2024 Year-End Tax Planning Guide for Businesses
Reduce your tax burden, improve cash flow and more effectively allocate precious resources all year long.
October 25, 2024
View All
Have a Question?

We're Here to Help Provide an Answer!

If you have any questions about this webinar or event, or would like to provide us with any feedback, we encourage you to use the form to contact us and we will get right back to you with a response.