Date and time:
Thursday, February 13
11 a.m PT / 2 p.m. ET

Flexibility in estate planning is no longer optional—it’s essential to stay ahead of legislative changes and market uncertainty. For example, while the Tax Cuts and Jobs Act is set to sunset at the end of 2025, recent election outcomes hint at a possible extension. This uncertainty highlights the need for proactive planning and strategies that offer flexibility.

How can advisors effectively guide clients through estate and tax planning amid uncertainty?It requires proactive planning and tailored approaches to individual client needs, without locking them into decisions that cannot be undone in the future.

In this session, we’ll discuss what flexible estate planning entails, why it’s important, and how you can help your clients navigate estate planning amid uncertainty. 

You'll learn how to:

• Articulate the value of flexible estate planning to your clients.
• Navigate legislative, tax, and life changes with tailored strategies.
• Implement practical strategies for guiding clients through uncertainty.

You’ll have the chance to ask our experts any questions. Can't make it? Sign up and we'll still send you the recording.