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

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Manage episode 381543929 series 3502265
Contenido proporcionado por TBA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente TBA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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 zgosselin@tba.com or 865-588-9555.

  continue reading

94 episodios

Artwork
iconCompartir
 
Manage episode 381543929 series 3502265
Contenido proporcionado por TBA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente TBA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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 zgosselin@tba.com or 865-588-9555.

  continue reading

94 episodios

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