Pacific Life – Estate Planning in an Uncertain Environment: Act Now or Wait?
March 25, 2025 @ 2:00 pm - 3:00 pm
Effective estate planning is more crucial than ever in today’s dynamic and unpredictable world. Stay ahead by joining Vickie Wilcox of Wilcox & Myers, P.C. and Monica Rhee, Assistant Vice President of Advanced Designs Unit at Pacific Life, as they discuss advanced estate planning techniques and concepts to help keep your clients’ estate plans robust and adaptable.
Gain valuable insights on:
• Current estate planning laws
• Potential legislation changes
• Advantages and potential pitfalls of flexible trusts
• Trust-owned life insurance policies with chronic illness or long-term care riders
Plus, we’ll discuss a variety of estate planning scenarios and how to best address them. Don’t miss this timely event!
Effective estate planning is more crucial than ever in today’s dynamic and unpredictable world. Stay ahead by joining Vickie Wilcox of Wilcox & Myers, P.C. and Monica Rhee, Assistant Vice President of Advanced Designs Unit at Pacific Life, as they discuss advanced estate planning techniques and concepts to help keep your clients’ estate plans robust and adaptable.
Gain valuable insights on:
• Current estate planning laws
• Potential legislation changes
• Advantages and potential pitfalls of flexible trusts
• Trust-owned life insurance policies with chronic illness or long-term care riders
Plus, we’ll discuss a variety of estate planning scenarios and how to best address them. Don’t miss this timely event!
Details