Why Clients Need to Understand their Estate Tax Exposure
April 11, 2022 @ 12:00 pm - 12:15 pm
Join us for a 10-minute overview on an idea designed to add life to your practice. During the session, we’ll review the core components of the strategy, the profile of clients who may benefit, and a practical application through the lens of a case example.
Presented By: Michael G. Connell / Director, Advanced Planning / Prudential