Hot Topic Webinar: Advanced Estate Planning Strategies
Wednesday, September 23, 2026
12 to 1 p.m. CT
You’re encouraged to share this event with friends, colleagues, and family members.
So you have a will. But what else should you do to protect your estate? As your estate grows more complex, there are strategies that can help you shield your assets, minimize taxes, and leave the legacy you intend. This session takes a closer look at the advanced planning tools available to you.
Topics We’ll Cover
- Trusts to consider
- Family partnerships and limited liability companies
- Charitable giving strategies
- Federal vs. Minnesota estate tax
- Common pitfalls
- How BGM can help
Who Should Attend
This session is designed for those who:
- Have a will in place and want to explore additional estate planning strategies
- Are concerned about how federal and state estate taxes may affect them
- Want to understand how trusts, family partnerships, and charitable giving could protect their assets
- Are looking to minimize taxes and leave a lasting legacy
Presenter
Principal, President, Wealth Management
This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.
The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.
