Estate and tax planning: Key considerations for long-term confidence

We’re pleased to invite you to join us for an upcoming webinar, Planning with Purpose: Estate and Tax Considerations for Long-Term Security, taking place on May 6 from 12:00 to 1:00 p.m. EST.

This one-hour virtual session will provide an overview of essential estate and tax planning considerations, including tax on death, asset transfers, and planning opportunities that can help align your estate plan with long-term goals.

Designed for professionals looking to plan proactively and with confidence, the discussion will focus on practical considerations and common questions we see when supporting clients with estate and tax planning. We hope you’ll join us for this informative session.

Please register using this link to reserve your spot today.