Start the new year with clarity and confidence by joining Summitry’s financial planning team for a live webinar on Estate Planning with special guest Gary Machado, Partner at Watson and Machado and Board-Certified Specialist in Estate Planning, Trust, and Probate Law.

Date: January 15, 2025
Time: 4pm – 5pm PDT

In this interactive session, we’ll cover:

• The importance of creating and revisiting an estate plan as life evolves.
• Understanding key roles in an estate plan and their responsibilities.
• Updates on potential estate tax changes under the new administration, unique 2025 planning opportunities, and flexible strategies for uncertain times.
• How to have meaningful and timely estate planning conversations with family.
• Plus, a live Q&A session.

Register today to join us live or to receive the recording.