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