Estate Planning Strategies to Minimize Taxes
It's taken you years to build your wealth to the level it's at today. But if you're gone tomorrow, your heirs could end up giving a considerable amount of your hard-earned money to the government. We all must pay our fair share of taxes, but did you know there are strategies you can put into place to lower that tax burden?
Watch our on-demand webinar "Estate Planning Tips to Help Minimize Your Taxes," hosted by Carson Senior Wealth Planners Ryan Yamada and Tom Fridrich, to learn more. They discuss the benefits of:
- Shifting wealth to loved ones through gifting
- Contributing to 529 plans
- Sending direct payments to colleges and qualified medical expenses
- Life insurance
- Naming a spouse as your sole beneficiary
- And more!
Fill out the form to watch the on-demand presentation at your convenience. If you have any questions, please reach out to your advisor.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Tom Fridrich is not affiliated with Cetera Advisor Networks LLC.