Description

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A historic amount of family wealth is beginning to move from one generation to the next. At the same time, there have been major estate and tax law changes for 2026, which will affect how that wealth is preserved and passed on. In this webinar, Lutz experts Tom Hodgson and Ben Burton will help you understand what these changes could mean for your current plan and your long-term legacy. You will learn what to review, what to update, and which planning techniques can help protect your family and financial goals for the future. 

KEY TAKEAWAYS: 

• Great Wealth Transfer Overview 
• Strategies to Protect & Distribute Multigenerational Wealth 
• Estate Planning Elements That May Need a Refresh 
• Action Steps to Stay Ahead of the Changes