Description
This presentation focuses on tax-wise planning strategies that advisors should consider with their clients when the Estate Tax Exemption ends in 2025. In this session you will discover how philanthropic conversations strengthen and deepen client relationships. Profiles of clients that need to act now, as well as those who haven’t worried about Estate Taxes for the past several years will be reviewed. The session will include two solutions that you could use with your clients based on their profile so that this session can have immediate practical application once you get back to your office.
Learning Objectives
Understand how philanthropic conversations elevate the advisor in the client’s mind. Identify clients that will be impacted by the changes in the Estate Tax Exemption. Navigate this new philanthropic conversation with fresh techniques and a roadmap.