Description
Many clients do not even know that the inheritance tax exists. For beneficiaries who are not close relatives this can be a big expense. This program will provide an update on new provisions and discuss planning for inheritance tax.
Learning Objectives
1. Overview of Nebraska Inheritance Tax – 5 minutes
2. 2023 Changes Introduced by LB 310 – 5 minutes
• Increased Exemption Amounts
• Adjusted Tax Rates
3. Recent Legislative Updates – 10 minutes
4. Assets Exempt for NE Inheritance Tax – 10 minutes
5. Estate Tax Considerations – 15 minutes
6. Tax Planning Strategies – 15 minutes