Season 1 · Episode 9
2024 Estate Planning Numbers You Need to Know
The Practical Planner · wealth.com
February 6, 202432m 42s
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Show Notes
A new year means financial advisors are taking a fresh look at their clients’ financial plans, so it’s important to know IRS’s adjusted numbers for 2024.
In this episode hosts Thomas Kopelman (Named a Top 100 financial advisor by Investopedia) and Anne Rhodes (Chief Legal Officer at Wealth.com) discuss:
The updated IRS numbers all advisors need to know.
Annual family gifting details and opportunities you may not be aware of.
Other estate planning strategies, such as why grandparents contributing to a 529 plan are excluded from FAFSA applications.
Get the full 2024 IRS inflation Adjusted Numbers Reference Guide for Estate Planning here.