A common question with a complex answer.
During this webinar Heritage Financial Senior Wealth Manager, Matt Carron, and Mark Skandier, estate planning attorney with Private Wealth Counsel LLC, discuss estate planning basics and misconceptions, and provide answers to common questions like:
How can I…
• streamline the process of passing along my assets and reduce the burden on those I leave behind?
• avoid the costly delays and public nature of the probate process?
• mitigate state and federal estate taxes?
• maximize the transfer of my wealth over my lifetime?
• protect my wealth?
• promote family harmony and family values when I am gone?
They’ll also cover tax law changes starting in 2026 and what you can do now to prepare for higher taxes.