Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Leap Masters Webinar
Wed, May 21
|Webinar
Are you prepared for how upcoming changes to estate tax laws may affect your wealth transfer strategies? Do your clients know that they may have a problem in the future they are unaware of?
Time & Location
May 21, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
Join us May 21st for our next Masters Webinar as Ian Rice, founder of Rice Financial Group, shares his insights on the potential upcoming estate tax law changes and discusses ways to strategically structure clients’ estates for seamless and tax-efficient wealth preservation and distribution. During this webinar, Ian will cover:
The current estate tax and where future estate taxes are going
Strategically passing wealth to heirs when it can have the greatest impact on their lives
The role trusts play in estate planning strategies
Solutions for helping clients meet estate tax responsibilities
This session will offer actionable strategies to help advisors enhance estate planning outcomes for their clients. Register today!