Navigating Post-Election Exemption Planning

Navigating Post-Election Exemption Planning

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Are you prepared for the changes on the horizon with estate tax exemptions? 

Let’s discover how to plan and preserve your wealth strategically!

Join host Bryan Schick as he dives deep into post-election exemption planning with Dan Stolfa, a Senior Wealth Advisor and trust and estates attorney at Centura Wealth Advisory. Together, they unravel the complexities of the current transfer tax system and explore the potential impacts of upcoming changes to estate tax exemptions.

Key discussion points include:

  • Understanding the current federal estate tax exemption and its impending reduction [00:03:05]
  • The concept of portability and its significance in estate planning [00:05:42]
  • Legislative uncertainties and the risks tied to postponing estate planning actions [00:07:15]
  • Strategies tailored for different tiers of net worth to optimize exemptions [00:14:57]
  • And more!

Connect with Bryan Schick:

Connect With Dan Stolfa:

Connect With Centura Wealth Advisory:

About Our Team:

Bryan Schick joined Centura in July of 2024 as a Vice President of Insurance & Strategy. A background in accounting and mergers and acquisitions led Bryan to a career in the financial services industry. Prior to joining Centura, Bryan held senior leadership roles in large life insurance distribution groups as well as life insurance companies. Using his knowledge of the drivers in both the finance and insurance sectors, along with my deep experience in risk analysis, design structure and relationship management, he creates planning solutions for families while ensuring alignment between all the parties involved.

Dan Stolfa joined Centura Wealth Advisory in October 2024 as a Senior Wealth Advisor. With a background in law and accounting, Dan transitioned into the financial services industry 20 years ago, building a distinguished career working with families, business owners, executives, foundation leaders, board members, interim CFOs, trust fiduciaries, EOS Implementers, and high-net-worth individuals nationwide. He specializes in identifying and implementing solutions for financial planning, succession planning, and wealth management needs.

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