With the newly doubled federal estate tax exemption, why should you still discuss estate planning with clients?
Why do people care anymore about estate planning with such record high exemptions? The fact of the matter is that strategic wealth planning, including estate planning, asset protection, income tax planning, and state/estate/inheritance taxes are all very relevant topics that can be brought to the forefront of the conversation between estate planners and their clients. This video reviews where estate planning is headed and discusses the importance of reviewing complex planning strategies with your clients and consider strategies to use new exemption amounts for ultra-high net worth clients.
Agenda
Faculty
Steven Beck, J.D., CFP®
ARGI
- Estate planning specialist at Argi Financial Group
- Leads Estate Planning Group at Argi and member of Family Office Team
- Practice emphasizes all aspects of federal gift and estate tax, state estate and inheritance tax, income tax, asset protection and business planning
- Conducted numerous seminars on basic estate planning techniques, estate and income tax minimization strategies and asset protection
- J.D. degree, University of Kentucky, CFP®
- Can be contacted at [email protected] or 502-753-0609
Matt Watkins, J.D., LL.M.
ARGI
- Financial advisor and general counsel for Argi Financial Group
- Leads the Argi Financial Group Family Office and serves as financial advisor for high net worth clients and business owners
- Regular public speaker on legal, tax and financial matters
- Seven years’ experience in financial services industry
- Prior to entering the financial services industry, practiced law for nine years in the areas of tax, mergers and acquisitions and estate planning
- J.D. degree, University of Louisville; LL.M. in taxation, DePaul College of Law
- Can be contacted at [email protected] or 502-753-0609
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