Trusts & Estates Partner David J. DelFiandra to Present Webinar on the Upcoming Estate Tax Exemption Sunsetting

Trusts & Estate Partner David J. DelFiandra will participate in the DBR & CO webinar “The Estate Tax Exemption Sunsets Soon: Why Now is the Time to Protect Your Legacy.” David joins Steve Kohler, CFP and Jeremy Suschak, CFP from DBR & CO to discuss:

1. Why estate planning is a critical component of everyone’s financial plan
2. The urgency of estate planning in 2025 given the expected estate tax exemption sunset
3. Estate & financial planning strategies to consider implementing around the sunset
4. Actionable steps you can take immediately to bolster your estate plan

Click here to learn more or to register.