Big Changes Coming!

Posted on 8-27-2024

Will the coming tax law changes have an impact on you?

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Linas Sudzius, President of Advanced Underwriting Consultants (AUC), as he discusses the following:

A deep dive into estate planning

Scheduled tax changes coming in 2026 and the impact they may have

Key legal documents to have in any situation

Please Click Here to Listen to This Week’s Program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning

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