Estate and Legacy Planning With Andrew Whalen | Webinar Registration

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Estate and Legacy Planning With Andrew Whalen

About this webinar
With the exemption potentially halving, the window for tax-advantaged gifting and trust planning is closing. Andrew walks through the moves families should make now to protect what they've built and pass it on cleanly.
What you'll learn
Walk away knowing how to evaluate your own situation, not just rules of thumb. You'll learn:
The 2026 estate exemption sunset and what it means for your family
When you actually need a trust, and when a will is enough
Beneficiary designation pitfalls that override your estate documents
The 10-year rule for inherited IRAs and how to soften the impact
Gifting strategies: annual exclusion, 529s, and family LLCs
      <div style="text-align: center; margin: 0.5em; text-decoration: none; "> <a style="color: #000; font-size: 13px;" href="https://whalenfinancial.ewebinar.com/webinar/estate-and-legacy-planning-with-andrew-whalen-24324">Register now</a> </div>  

Your Presenter

Andrew Whalen

CEO

Whalen Financial

Andrew Whalen
CEO
Whalen Financial