Whitepaper

Navigating state and federal estate taxes: Strategies for wealth preservation

Estimated 4m read
Whitepaper

Navigating state and federal estate taxes: Strategies for wealth preservation

Whitepaper

Navigating state and federal estate taxes: Strategies for wealth preservation

Estimated 4m read
Whitepaper

Navigating state and federal estate taxes: Strategies for wealth preservation

Estimated 4m read
Whitepaper

Navigating state and federal estate taxes: Strategies for wealth preservation

Estimated 4m read
Whitepaper

Navigating state and federal estate taxes: Strategies for wealth preservation

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By Modern Life
December 23, 2024
By Modern Life
Dec 23, 2024
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Summary
1
Discover how potential changes to federal estate tax exemptions and varying state-level limits impact estate planning strategies.
2
Explore how tools like irrevocable life insurance trusts, premium financing, and charitable giving vehicles can minimize estate tax exposure.
3
Learn how to navigate state-specific exemptions, tax rates, and cross-jurisdictional challenges to craft tailored estate plans.
3

Potential changes to federal estate tax exemptions and various state-specific taxes make estate planning more complex for high-net-worth individuals. Proactive planning is essential to reduce liabilities and preserve generational wealth. This whitepaper offers insights to help life insurance advisors navigate these challenges.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
Discover how potential changes to federal estate tax exemptions and varying state-level limits impact estate planning strategies.
2
Explore how tools like irrevocable life insurance trusts, premium financing, and charitable giving vehicles can minimize estate tax exposure.
3
Learn how to navigate state-specific exemptions, tax rates, and cross-jurisdictional challenges to craft tailored estate plans.
4
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