How long has it been since you’ve looked at your estate planning documents? Do you have any? How will your estate be affected by the Tax Cuts and Jobs Act (TCJA) sunsetting at the end of 2025, which affects both income and estate taxes? Now is the time to determine if you need to act on these upcoming changes.
Christopher Varney and Susan Travis from Mercer Advisors will present an informational briefing to interested MARS members on topics related to Estate Planning.
Chris is an Estate Planning Strategist for Mercer Advisors for five years. He enjoys helping clients navigate estate planning strategies to accomplish their goals. He lives in Lakewood, CO with his wife and son, and similar to most others in Colorado, they like to get out and enjoy time in the mountains.
Susan is a Managing Director of Mercer Advisors and has 30+ years of financial planning, trust, and estate planning experience. She specializes in multigenerational wealth management issues, using a variety of planning tools.
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