We invite you to watch our recording on an informative session hosted by our partners from Prudential.
Dive into the intricacies of legacy planning with Prudential’s session focused on the effective use of trusts in estate management. As baby boomers continue to age, the importance of strategically protecting and distributing wealth to future generations grows. This course will cover the purpose, utilization, and various types of trusts commonly incorporated into comprehensive estate plans. Additionally, explore advanced strategies that leverage annuities within trusts to achieve tax efficiencies, spousal protection, and to fortify multi-generational legacy plans.
Watch here to deepen your understanding of estate and income taxation of trusts.
