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June 07, 2024

Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes

For high-net-worth individuals who have been through a divorce, lost a spouse or are otherwise single, estate planning can become tougher to navigate.


For high-net-worth individuals who have been through a divorce, lost a spouse or are otherwise single, estate planning can become tougher to navigate. If you decide to marry again, that creates a whole new layer of complexity. Add in the upcoming changes to estate taxes, and you've got even more considerations to unwind. In this interactive webinar, join Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys who will discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.

They’ll cover:

•The do’s and don'ts of estate planning for individuals before, during and after divorce.

•The estate tax increases expected to go into effect in January 2026.

•How to protect your assets and take care of your loved ones.

•Why it’s important for individuals to start planning now.

About the Author

Adam Yofan

Senior Wealth Advisor

Putting his diverse experience to work, Adam spends his days helping clients address their multilayered issues in areas such as portfolio construction, tax minimization, retirement planning, asset protection, and estate and legacy planning. When financial challenges become complex, Adam quickly and nimbly pulls together the right team of professionals, coordinates recommendations, and then puts comprehensive strategies into play.
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