The Practical Planner

2024 Estate Planning Numbers You Need to Know

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A new year means financial advisors are taking a fresh look at their clients’ financial plans, so it’s important to know IRS’s adjusted numbers for 2024. 


In this episode hosts Thomas Kopelman (Named a Top 100 financial advisor by Investopedia) and Anne Rhodes (Chief Legal Officer at Wealth.com) discuss:


  • The updated IRS numbers all advisors need to know.
  • Annual family gifting details and opportunities you may not be aware of.
  • Other estate planning strategies, such as why grandparents contributing to a 529 plan are excluded from FAFSA applications.


    • Get the full 2024 IRS inflation Adjusted Numbers Reference Guide for Estate Planning here.

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