Bill Bell and Jonathan Forster discuss estate tax changes, trust strategies, and how life insurance can play a key role in preserving wealth.
Estate planning isn’t just about passing on wealth—it’s about protecting it, maximizing flexibility, and ensuring a seamless financial transition for future generations. With tax laws evolving, high-net-worth individuals must stay ahead to safeguard their legacies.
In this episode, Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with renowned estate planning attorney Jonathan Forster of Baker & Hostetler to break down key strategies for minimizing estate taxes and preserving wealth in an uncertain tax environment.
Key Topics Covered:
Whether you're a financial professional or someone looking to protect and optimize your legacy, this episode is packed with expert insights and actionable strategies to help you stay ahead. Don't miss it!
Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com
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Presented by Penn Mutual
This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.
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