Before Sunset: Prepare for Future Estate Tax Law Changes

Join us Thursday, June 13 at 12:00 - 1:00 PM PT | 3:00 - 4:00 PM ET

In 2017, the federal estate and gift tax landscape underwent a monumental shift--the lifetime exemption rose to $11.8 million per individual. Today, at $13.61 million, this exemption provides a substantial opportunity to gift more of your assets without penalty. However, with these exemption values sunsetting in 2025, you need a plan in place to use them while you still can. Join us to empower your estate planning journey with insights from our in-house estate planning team at Brighton Jones.

Key Questions Answered:

Who Should Gift: Discover ideal candidates for gifting within your estate planning strategy.
How to Gift: Learn practical steps and strategies for effective gifting processes.
Right Timing: Understand opportune moments to act, aligning decisions with your financial goals.

Embrace Preparation, Not Panic: While the potential sunset may seem distant, now is the time get organized. Move forward purposefully, guided by insights from Brighton Jones, to secure your financial future.

Don't miss this opportunity to navigate the complexities of estate tax planning and seize control of your financial future. Reserve your spot now!

Note: All registrants will receive a copy of the recording.

Meet Your Presenters

Heather Thiessen

Financial Alignment Manager

Mary Louden, JD, LLM

Director of Estate Planning

Meet Brighton Jones

Brighton Jones is one of the country’s fastest-growing wealth management firms with more than $19 billion in assets under advisement, helping more than 4,000 clients live a richer life every day. Their advisors have intimate knowledge of corporate benefits at America’s largest companies. They are proud to help their clients navigate the trickiest components of their benefit offerings, whether that’s minimizing tax liabilities, cash flow management, or planning around their equity compensation.

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