Estate Tax Planning | Wealth Preservation Strategy

Estate & Tax Planning – A Pathway to Wealth Preservation

Air Date: August 30, 2023

Duration: 1 hour

Secure your financial future and protect your legacy

Navigating estate planning is important to managing wealth and securing financial stability for the future. No matter what stage of the estate planning process you’re at – whether just beginning or well underway – this timely webinar is designed to provide insights and guidance.

Brian Staats and Shaun Kellar present an overview of estate planning, examining key tax implications and strategies aimed at preserving your wealth. This webinar highlights significant tax and estate planning opportunities and provide strategic considerations for efficient estate planning.

Topics Included:

Great Wealth Transfer
Reduction of Estate Tax
Estate Tax Rates
Sunset Provisions
Portability Election
Tactical Estate Planning Strategies

PCS does not offer tax or legal advice, and Adams Brown does not offer legal advice. Please consult a tax or legal professional regarding your specific situation

Speakers:

Brian Staats:

I have always had a passion for problem solving. My career as an accountant and consultant has given me a lot of opportunity to help my clients solve business and tax problems. I always listen to the client first and learn what their needs are so I can better help them.

Shaun Kellar:

My role provides the opportunity to solve a variety of client challenges. As a wealth consultant focused on holistic financial planning, there are many levers that require strategic recommendations before they are pulled.