top of page

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.

Recent Posts

See All

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

bottom of page