Partner Jonathan Forster sat down with Bill Bell on Penn Mutual’s podcast Life Matters to discuss death taxes, how they impact wealth and some key strategies for minimizing them to preserve wealth. Titled “You Won’t Believe How Death Taxes Impact Your Wealth,” some of the topics covered include:
- Major estate planning changes expected in 2025 and beyond
- The impact of tax law uncertainty on estate planning decisions
- Why liquidity is essential for wealth preservation – and how life insurance plays a role
- The complexities of trusts and effective family wealth transfer strategies
- How estate planning is evolving for longer, more active retirements