The 2026 new year is finally underway, but far-reaching tax changes from 2025 have not removed the necessity for thoughtful estate and tax planning. This program will address recent changes in tax law and how it may impact your estate and financial plan.
Please join us to discover what actions you might want to consider in light of the recent changes. We will highlight our top ideas to mitigate income and estate taxes while meeting your goals and objectives.
We will address techniques for effective wealth transfer through gifting and by using trusts to your advantage. We will also review unique strategies to help plan for effective positioning of retirement assets.
FEATURED SPEAKER
Kathleen Stewart
Vice President, Senior Financial Planner at Janney Montgomery Scott LLC
