Advanced Markets 2026 On Demand: Taxes, Washington & Your Clients’ Legacy Maximizing Legacy Planning with Your Clients

Tax changes are one of the biggest risks in your client’s legacy plans. In this session, Becky Swansburg, CEO of Stonewood Financial and author of The Road Less Taxed, will help you structure powerful tax-free legacy strategies that protect your clients from changes – both in life and in Washington. 

By the end of this session learners will be able to:

• The difference between situational tax changes and legislative tax changes – and why your client’s legacy approach needs to address both 

• What could be ahead for IRMAA, estate taxes, income taxes, and retirement savings accounts – and how to protect your clients and their heirs 

• The best structures to diversify the tax status of your client’s legacy approach – without overpaying in taxes and government fees 

• How to discuss changes from Washington with your clients – without getting political