Why You Might Need to Update Your Estate Plan
“Just leave it to the kids” is a deceptively simple statement when used to describe the transfer of wealth between generations.
In reality, estate planning is a complex field with some painful penalties if it goes wrong. Add to changes in Washington that could affect estate planning, especially for high net-worth families.
Join us for our on-demand webinar on estate planning and strategy with Carson’s Director of Retirement Research Jamie Hopkins and Sarah Duey, Vice President of Trust Services. They go over:
- How new legislation affects estate planning
- Leaving a legacy in the most tax-efficient way for you and your loved ones
- Wills, trusts and beneficiaries – what's right for you?
- Important tax considerations in your estate plan
Fill out the form to watch the on-demand presentation at your convenience. If you have any questions, please reach out to your advisor.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.