Apr 08

Estate Planning Part 2: Sophisticated Estate Planning Strategies

Join us for Part 2 of our series on Estate Planning!

An advanced estate plan aims to help ensure that your family's future financial needs will be taken care of, and that your wealth will be passed on in the most tax-efficient manner possible. It's an opportunity to create a legacy for grandchildren and to make charitable gifts of your choice.

Our webinar on Advanced Estate Planning Strategies will include techniques to help reduce estate taxes, including different trust arrangements, and common estate freeze strategies such as family limited partnerships and private annuities.

Virtual location

You will receive a confirmation email with a URL.

Apr 08, 2025 02:00pm CT

Presented by:

Joe Gaspari

Financial Consultant - Alliant Retirement and Investment Services

About Joe

Financial professionals are registered reps with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any

Other Government Agency

Not Credit Union

Guaranteed

Not Credit Union Deposits

or Obligations

May Lose

Value

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional.