Estate Planning: Who It's For & How to Offer It

Oct 31, 2023

With the potential for the current estate tax cuts to sunset in January 2026, it has created more awareness around the importance of estate planning for many Americans. Zach Gosselin, who works closely with our advisors and our estate planning attorney partners, answers some common questions about this topic to help you - as advisors - provide the best solutions for your clients:

• What are the changes that are supposed to happen to estate taxes?
• Are their parameters for a client that make them the best fit for estate planning?
• What role does life insurance play in the estate planning process?
• How does an advisor get started with estate planning for their clients?

If you have questions about estate planning for your clients, you can contact Zach Gosselin at [e-mail] or 865-588-9555.