An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save for retirement, or invest in your future.
Register Now for the July 10 Webcast:
Starting at 12:00 PM Pacific Time
“Family Vision and Values: The Starting Point of Estate Planning”
Why attend?
With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for many families. This webinar provides an overview of the key human elements in a holistic estate planning process.
In this webinar, senior Pathstone executives Jim Coutré and Scott Weaver will share their insights into why estate planning should begin with a clear articulation of family vision and values, how this preparation supports the selection of appropriate strategies, and how to put these concepts in action. They will share examples from their years of working with clients from the family dynamics and fiduciary perspectives, respectively.
Our distinguished speakers:
![[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values](https://familyenterpriseusa.com/wp-content/uploads/2024/06/Zoom-Speakers-Jim-Coutre.jpg "Jim Coutré")
Jim Coutre
Managing Director leading Pathstone’s Wealth Planning Group
![[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values](https://familyenterpriseusa.com/wp-content/uploads/2024/06/Zoom-Speakers-Scott-Weaver.jpg "Scott Weaver")
Scott Weaver
Chief Fiduciary Officer
Who should attend?
- Families with shared business ownership and economic interdependencies
Don’t miss this opportunity to gain practical insights why family vision is crucial for effective estate planning.
Register Now!
![[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values](https://familyenterpriseusa.com/wp-content/uploads/2023/11/PTH_PrimaryHorizontal_FullColor-crop.jpg "With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for many families. This webinar provides an overview of the key human elements in a holistic estate planning process.")
About Pathstone
Pathstone is an independently owned and operated wealth management firm serving multigenerational families with complex needs, single-family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment management. Every client has different values, goals, and objectives. No two paths are the same. Our expansive capabilities and personal, in-depth approach enable us to customize our solutions and leverage best practices to accommodate each of our client’s unique needs. It’s what makes us Pathstone – The Family Office.
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Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.
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