Inside the 2024 Estate Planning Playbook & AMA with Steve Lockshin

Estate planning is an essential pillar of holistic financial advice — but the complexity of it can feel daunting to many advisors. In this webinar, we take you step-by-step through how to incorporate estate planning into your practice, using top advisor Steve Lockshin’s own playbook. And we delve into new developments in 2024 you’ll want to keep an eye on as you strategize.

In this webinar, you’ll also see an exclusive Q&A session with two industry leaders: Steve Lockshin, co-founder of Vanilla and AdvicePeriod, and Arielle Lederman, a senior wealth advisor, strategist, and former estate attorney. 

You’ll come away with: 

• A comprehensive overview of tax and exemption rate changes in 2024
• Strategies for engaging new clients in the estate planning process
• A blueprint for the ongoing maintenance of clients’ estate plans