Prepare for an imminent shift in federal estate exemption laws that may have substantial tax implications. Join KatzAbosch's esteemed Estate and Trust experts, Lori Kirk, CPA, and Amy Heim, CPA, for an illuminating discussion on the fundamentals of estate planning, strategic gifting, and leveraging trusts for your family’s financial benefit. Gain valuable insights into the forthcoming changes and receive advice on proactive planning strategies, including:

• Upcoming Changes: Understand the impending adjustments to federal estate exemption laws and their potential impact on your financial situation.
• Optimizing Estate Planning:Learn how to optimize your estate planning strategies to navigate the evolving tax landscape effectively.
• Strategic Gifting Techniques: Explore effective strategies for strategic gifting to maximize tax benefits and preserve wealth for future generations.
• Trust Utilization: Discover the benefits of utilizing trusts as a tool to protect assets, minimize tax liabilities, and ensure the financial security of your loved ones.

Don't miss this opportunity to stay ahead of the curve and safeguard your family's financial future.

 CPE Credits will be available!

Amy Heim and Lori Kirk