Broker Check
13 June
Preparing for Hefty Estate and Gift Tax Increases


As the Tax Cuts and Jobs Act (TCJA) is set to expire by the end of 2025, estate tax limits are poised to sunset, reverting to pre-2017 levels. This shift could result in a 40% federal rate for your heirs upon inheriting your estate. 

Join Diane DeOliveira, president of Wealthspring, and our team of tax experts to uncover: 

  • The importance of the 2026 sunset 
  • Who will feel the impact 
  • Strategies to minimize tax burdens by spending down assets, engaging in charitable giving, leveraging current gift tax exclusions, and more 

Now is the time to get a plan in place. Join us to get started.


Date and Time

Thu, Jun 13, 2024

12:00p - 12:45p EST


Zoom Webinar


Event Registration