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Garfunkel Wild, P.C.
Garfunkel Wild, P.C.

Insights & Resources

  • December 14, 2023
  • Events

Year-End Estate Planning Opportunities 2023

Speaker(s): Doris L. Martin, Kristen M. Walsh, Bianca DeLeon
Garfunkel Wild’s Doris L. Martin, Kristen M. Walsh, and Bianca DeLeon presented the webinar “Year-End Estate Planning Opportunities 2023” on December 14, 2023.

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Estate planning has been challenging in recent years. Drastic changes were proposed, but not enacted, and a major reduction to the Federal estate tax exemption is scheduled for 2026. What we do know is that the sooner you act, the more options you have to save estate taxes for your family. Now is a great time to review your estate plan to make sure it reflects your current wishes and takes advantage of wealth transfer opportunities. Join our webinar as we walk you through the latest tax issues and new developments, and provide guidance on how to best prepare for the months ahead.

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