GIlfix & La Poll Associates LLP GIlfix & La Poll Associates LLP

2024 Estate Planning Changes Webinar - What You Need to Know

Happy New Year! In this timely webinar, attorneys Michael Gilfix and Mark Gilfix discuss some key new 2024 issues of which you must be aware. This is an informal discussion, covering several topics that are CRUCIAL to your family and your family’s future. They discuss:

- New estate and gift tax exemptions in 2024

- The new Corporate Transparency Act – why it may apply to you

- Changes to Medi-Cal eligibility – the good and the bad

- Upcoming tax deadlines - Implications of upcoming elections – what we are watching

- Key steps you must take to protect your assets in 2024

This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com