Explore flexible estate planning strategies that allow clients to retain control of their assets while preparing for future estate tax exposure. Using life insurance and trust structures like credit shelter trusts, the “wait-and-see” approach helps clients preserve optionality, access cash value, and adapt to changing tax laws — without committing to irrevocable decisions too early.
Estate planning on your terms: The wait and see advantage
TIME: 2:00 p.m. ET; 1:00 p.m., CT; Noon MT; 11:00 a.m. PT
SPEAKER: Marc Belletsky, ChFC®, CLU®, JD, RICP®, Senior Advanced Sales Counsel, Securian Financial
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