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[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values - Pat Soldano
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Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change.

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.

Join us as learn from Pathstone experts why family vision is the foundation of effective estate planning.

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:

Jim Coutre
Managing Director leading Pathstone’s Wealth Planning Group

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!

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.

We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates , possible elimination of valuation discounts, increase in capital gains tax , enactment of a wealth tax , and the continued burden of the gift tax , estate tax and generation skipping tax .


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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Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.