Estate Tax

What You Need to Know About Estate Tax

During this 1-hour workshop you’ll hear about the changing estate tax landscape, both Federal and in the state of illinois. We’ll also discuss strategies to reduce or eliminate the tax.

Who Should Attend?

• Those with a net worth of $1 million or more.
• Advisors with clients of net worths over $1 M.
• Those whose wealth is growing.
• Those with large life insurance policies.
• Farmers whose land is going up in value.

What will you Learn?

• Strategies to reduce or even eliminate the tax.
• How estate taxes are calculated.
• Whether gifts now could reduce your tax later.
• How to use trusts to minimize your tax liability.
• The tax planning tools that most clients don’t know about.

For the dates of our Estate Tax workshop, and all our other workshops, click HERE.