United States

Estate planning: What to do now in light of new tax laws

Presented by McGladrey Wealth Management LLC


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Join us for a discussion on the current estate planning environment and the potential impact to your current plan.

Presentation topics include:

  • Wills vs. trusts
  • Asset titling
  • Asset protection strategies for in-laws (and out-laws)
  • Multiple residences in different states
  • Description of how states differ in the application of death taxes
  • Organization of important information prior to death
  • Elder law issues including advanced directives and powers of attorney

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or