Here’s what you’ll learn:
🔎 Why a will alone isn't enough to protect your legacy.
⚖️ How the upcoming 2026 estate tax changes could impact your family's future.
🏠 The dangers of probate—and how proper planning helps your loved ones avoid it.
📈 How strategies like stepped-up basis and annual gifting exclusions work to your advantage.
📝 Why updating your estate plan is crucial, especially after major life events.
🤝 The power of working with trusted, local fiduciaries who understand retirement, tax, and legacy planning.
📞 Call today for your complimentary, no-obligation financial review at (727) 295-3451 or visit AskTheHollands.com.
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