Practical Estate Planning for a New Era  

Did you know the One Big Beautiful Bill permanently increases the federal estate tax exemption? This change may lead many to mistakenly believe estate planning is only for the wealthy. However, estate planning remains crucial for all families, regardless of their net worth. Join our webinar to discover why estate planning is still essential, learn about common mistakes to avoid, and explore practical strategies to help your clients protect their families and legacies.

Who should attend: Tax professionals, financial planners, attorneys, and anyone advising clients on long-term planning. If you support families or individuals regardless of net worth you’ll gain valuable insight into why estate planning still matters and how to navigate recent changes with confidence.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC OR CFP CREDIT.

Instructor: Karen Trott, CPA, CFP
Instructor assignments are fluid and subject to change.