“Simple” estate planning is a risk for many clients. Steve Siegel walks you through planning for your everyday client considering the latest law changes and proposals.
You will walk away:
Recognizing the tax changes that may be coming and how this impacts your clients.
Applying the planning strategies that can benefit most of your clients.
Substantial wealth transfer beginning – higher taxes coming – coincidence?
Proposed transfer tax and income tax changes
The pandemic emphasized the need for