Estate Planning Series -The Big Beautiful Bill & The Great Wealth Transfer

The Big Beautiful Bill & The Great Wealth Transfer – An Estate Planning Series

Due to the aging of America, in the years ahead there will be a massive shift of wealth from older generations, primarily baby boomers, to younger generations (commonly referred to as “The Great Wealth Transfer”).

Additionally, Congress recently enacted many major tax provisions within The Big Beautiful Bill which impacts both income and estate planning.

As a result, many of our clients have been asking . . .

• What do I do?
• How do I do it?
• How is wealth transfer successfully done?

To answer these questions, and more, First National Bank is please to present a three-part series where local estate attorney Amanda V. Weisseg, Esq. (founding principal of The Vinton Law Firm, P.C.) and Steven S. Marken, Esq. (CEO of Trustee Services Group) will share their insights and experience with our clients to properly plan for themselves and their family.

– Session 1 – Setting the Foundation – Why & How of Wealth Transfer

– Session 2 – Practical Solutions & Common Mistakes

– Session 3 – Tax Planning & Strategies for Success

Host or Publisher First National Bank Colorado