The Hidden Costs of Wealth Transfer
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With estate tax laws constantly evolving, staying ahead of changes is crucial—especially for high-net-worth families with complex estates.
Our whitepaper, Wealth Preservation in an Evolving Tax Landscape, explores how insurance can safeguard your wealth, regardless of legislative shifts.
Inside, you’ll learn:
• How current and proposed tax laws impact your estate
• Using insurance to protect against tax volatility
• Strategies for integrating trusts, gifting, and charitable planning
Enduring legacies are built on proactive planning.
Insurance, trusts and estates, and wealth planning products and services are Not FDIC Insured, are Not Guaranteed by Bank, and May Lose Value; First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.