2024 Estate Planning Numbers You Need to Know

A new year means financial advisors are taking a fresh look at their clients’ financial plans, so it’s important to know IRS’s adjusted numbers for 2024.

In this episode hosts Thomas Kopelman (Named a Top 100 financial advisor by Investopedia) and Anne Rhodes (Chief Legal Officer at Wealth.com) discuss:

• The updated IRS numbers all advisors need to know.
• Annual family gifting details and opportunities you may not be aware of.
• Other estate planning strategies, such as why grandparents contributing to a 529 plan are excluded from FAFSA applications.

Get the full 2024 IRS inflation Adjusted Numbers Reference Guide for Estate Planning here.