What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax?
In this webcast, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim Coutré and Scott Weaver will share their insights into why estate planning should begin with a clear articulation of family vision and values, how this preparation supports the selection of appropriate strategies, and how to put these concepts in action. They will share examples from their years of working with clients from the family dynamics and fiduciary perspectives, respectively.
With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for many families. This webinar provides an overview of the key human elements in a holistic estate planning process.
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The need for fact-based reporting of issues important to family offices and successful families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families are under fire. That’s why Family Enterprise USA Action is passionately working to increase the awareness of issues important to family offices and successful families, while continuing to strengthen our presence on Capitol Hill.
Family Enterprise USA Action engages with legislators on Capitol Hill on behalf of family offices, successful families, and family-owned businesses. It is focused exclusively on the critical tax and economic policies that impact them. Since 1995, FEUSA Action has been the leading advocacy group working daily in Washington, D.C., to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile policies that punish hardworking taxpayers and success in the U.S. It is a bipartisan 501.c4 organization.
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