Easily Secure The Capital To Grow Your Business EXPLORE THE OPTIONS

Estate Planning Webinar – What you need to know

In this presentation, you’ll learn:

  • What is estate planning (hint – it’s more than just a will)
  • The current estate tax laws and how it all works
  • Considerations for getting your plan in order for “today”
  • Ways to structure things to avoid NY estate tax for certain estates
  • Gifting strategies and considerations, especially in light of the high federal estate/gift exclusion that goes away 12/31/25. Lock that in before it’s gone if you have a large estate!
  • Additional considerations if you own a business