Estate Planning Strategies

MARS Informational Session on Estate Planning 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.  In their presentation entitled “Smart Strategies for Estate Planning”, they will cover:  (1) Foundational Planning to Protect Yourself and Loved Ones(2) Retirement Wealth Transfer with the SECURE Act(3) Maximize Gifting in Opportunistic Tax Environment