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Join Us for a Timely Call

The upcoming elections will have a significant impact on estate planning, including a possible sun setting of current estate tax exemption limits. Katz Wealth Management, a top team at UBS Financial Services, Inc., will be hosting a timely call on October 1 at 3pm (EST) with Lara Sass. We strongly encourage you to join. Please RSVP as provided in the invitation.

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As you may be aware, the current federal estate tax exemption is nearly $13 million, so that a couple may transfer almost $26 million worth of assets without incurring a tax cost. Those high 20 exempt

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