Estate Planning Strategies: Changes in 2026
June 2024
Potential estate tax law changes coming in 2026 could have a significant impact on individuals and business owners. This webinar will explore who these changes could impact and provide strategies individuals may consider to optimize their estate plans and better plan their legacy.
Key takeaways from this webinar include:
- Potential estate tax law changes coming in 2026 and why these changes are important
- Why individuals are proactively updating or implementing their estate plans now when gifting limits are high
- Ways you can leverage your assets and pass wealth on to the next generation
This webinar is presented by:
Steve Walker
Vice President of Institutional Accounts
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