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Estate Planning Essentials for 2025
Summitry
Jan 19, 2025
Start the new year with clarity and confidence by watching Summitry’s recent webinar on Estate Planning, featuring special guest Gary Machado, Partner at Watson and Machado and Board-Certified Specialist in Estate Planning, Trust, and Probate Law.
In this informative session, Gary and the Summitry financial planning team discussed:
- The importance of creating and revisiting an estate plan as life evolves.
- Understanding key roles in an estate plan and their responsibilities.
- Updates on potential estate tax changes under the new administration, unique 2025 planning opportunities, and flexible strategies for uncertain times.
- How to have meaningful and timely estate planning conversations with family.
Plus, a live Q&A session provided valuable insights to attendees. Watch the recording now to gain expert guidance on securing your financial legacy.
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