Listen to this informative Legacy Leaders episode with Jeffrey Katz about Estate Tax Exemption Changes, The Need for Insurance, Risky Tax Strategies, Justifying Tax Planning, and Client Relationships and Legacy.
Here is what to expect on this week’s show:
● Recognize the crucial role of legacy leaders in shaping a durable, impactful legacy
● Illuminate the drivers compelling individuals towards estate and business planning
● Get a grip on emergent tax law amendments, focusing on the estate tax exemption
● Explore the application of captives in mitigating unique risks and their place in genuine business purpose tax strategies
● Appreciate the importance of client-focused service integration, and the leverage technology brings for superior customer experience
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With your Host: Stan Miller
Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.
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By: Pinnacle Legacy Law
Title: Jeffrey Katz: Strategies for Effective Tax and Estate Planning for Business Owners
Sourced From: www.youtube.com/watch?v=dxtUYntorDM
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