Beyond Wills and Trusts: Advanced Estate Planning

Recorded: Wednesday, March 26, 2025

While a basic estate plan with Wills, Trusts, Powers of Attorney, and Medical Directives covers most needs, those facing estate taxes may require advanced planning, such as gifting assets to maximize tax exemptions and minimize estate taxes.

Watch this session where we review how gifting and advanced planning might help to lower estate taxes at death.

In this recording, we cover:

The current estate tax landscape
The benefits of gifting
Risks and drawbacks of gifting
A review of several advanced planning techniques

Presented by:

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