SP-16 Planning Your Legacy: Creative Strategies to Navigate the New Tax Law

CE Hours: 1.25

Description: Make the most of your legacy. This session will cover the essentials of estate planning and highlight how charitable giving can be a powerful tool-both for your financial goals and the causes you care about most. With recent changes in tax law, now is the perfect time to explore smart, tax-wise giving strategies that can make a lasting difference. Whether you're just starting to think about your estate plan or looking to refine it, this presentation will provide valuable guidance to help ensure your legacy endures for generations.

Learning Objectives:  

• Describe the key impacts of the new tax law
• Build or strengthen a solid estate plan
• Incorporate charitable giving into your planning