Wealth Management

Wealth in a Changing World Episode 6:
Estate Planning

To continue our Wealth in a Changing World series, Managing Partner, Andrea Baumann Lustig recently sat down for 4 conversations with David Thal, Partner at Holland & Knight, on key estate planning strategies.

In Episode 6, they look ahead and discuss estate planning techniques for 2022 and how to take advantage of a window of opportunity to reduce your taxes given the current state of tax legislation.

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Please do not hesitate to reach out to us for the latest updates around the evolving landscape for tax, estate and wealth management planning.

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