Trusts and Taxes: Part 1

In Part 1 of our Trusts and Taxes miniseries, led by Leanne Broyles, Esq. and Sean McQuarrie, CPA, and moderated by Rebecca Sheppard, Esq., we will explore the basics of Estate Planning and upcoming changes in the Federal Estate Tax Exemption. This program will review why everyone needs an estate plan, and explain who should be updating their estate plan now in light of the 2025 Exemption Sunset.