Estate planning isn’t just about passing on wealth—it’s about protecting it, maximizing flexibility, and ensuring a seamless financial transition for future generations. With tax laws evolving, high-net-worth individuals must stay ahead to safeguard their legacies.

In this episode, Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with renowned estate planning attorney Jonathan Forster of Baker & Hostetler to break down key strategies for minimizing estate taxes and preserving wealth in an uncertain tax environment.

 

Key Topics Covered:

• Major estate planning changes expected in 2025 and beyond
• The impact of tax law uncertainty on estate planning decisions
• Why liquidity is essential for wealth preservation—and how life insurance plays a role
• The complexities of trusts and effective family wealth transfer strategies
• How estate planning is evolving for longer, more active retirements

 

Whether you're a financial professional or someone looking to protect and optimize your legacy, this episode is packed with expert insights and actionable strategies to help you stay ahead. Don't miss it!

Have a question or comment for Bill?  Drop him an email at: [email protected] 

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Presented by Penn Mutual

www.PennMutual.com

This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 

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