Use the certainty of the current federal estate tax exemption to plan for the uncertainty of the future.

The value of your estate includes your home, life insurance death benefit, retirement accounts, cash, stocks and inheritances you may receive in the future.

The exemption is currently at a remarkably high rate and is set to be lowered in 2025.

Death is expensive. Usually your estate would be taxed at 40%. However, acting now in 2024 to apply advanced planning strategies can save you and your loved ones thousands of dollars in estate tax, in whatever year you may pass.

We don’t know:
– What the estate tax threshold will be when you pass away.
– What the value of your assets will be at the time of your passing.

We do know:
– In 2024, the federal estate tax exemption is at an all-time high. Wouldn’t it be great to use that all-time high exemption, no matter the year that you pass away?

Learn how you can take advantage of this year’s all-time high exemption and take action before the exemption is set to go back down to $5 million, indexed for inflation at the end of 2025.

Sign up to attend a free client seminar to learn how to protect your estate and loved ones from unnecessary taxes through advanced planning strategies. Our expert attorney will guide you through the steps to ensure your estate is safeguarded for the future, but you must take advantage of “use it or lose it planning” prior to the exemptions going down.

Act now by attending our Advanced Planning Seminar.

Topics to be covered:

Understanding the federal and Maryland estate tax exemptions
Learn the implications of the potential sunset in 2025
Review advanced planning strategies to protect your estate:
Spousal Lifetime Access Trusts (SLAT)
Irrevocable Life Insurance Trusts (ILIT)
Qualified Personal Residence Trusts (QPRT)
Charitable Trusts
How Sinclair Prosser Gasior can help employ these strategies timely and correctly
Why you need to take action now!
Ensure your family’s financial future is secure. Don’t miss this opportunity to gain valuable insights and practical advice.

Register Here (from )

spgasior.com/events/advanced-planning-seminar/

• September 17 from 7:00 to 8:30 pm

  September 17, 2024 07:00 to September 17, 2024 08:30
• DoubleTree by Hilton Hotel Annapolis, 210 Holiday Court, Annapolis, Maryland, 21401, United States
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  Directions to event · Directions from event
• Contact Sinclair Prosser Gasior for more information
  (410) 573-4818 or [email protected]
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