Insights on Estate Tax Changes and Estate Planning

By Sweeney Conrad, PS | Jun 13, 2024

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INSIGHTS/BLOG

Wealth Management post linked inLately, there has been much discussion about estate taxes and changes that could be on the horizon in light of the upcoming election. Recently, Melanie Abigania, Sweeney Conrad Principal, Wendy Allard, Attorney and Partner at Peterson Russell Kelly, and Ben Johnson, Wealth Confidant and Advisor at Highland Private Wealth Management, sat down with the Puget Sound Business Journal to discuss some of these anticipated changes and what you can do now to prepare.

Read the complete article here.

As always, we are here to help you navigate the complexities of estate taxes and planning. Reach out to Melanie Abigania at mabigania@sweeneyconrad.com or call 425.629.1990.