The Practical Planner Ep. 9: 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 fullhere.