Estate Planning: Legacy with Intention

Addison Avenue Investment Services, has been providing financial services to members for over 20 years, allowing them to feel more confident in their financial decisions. One aspect of this support includes members' education. We'd like to invite you to this attorney-led webinar designed for individuals and families looking to elevate their estate planning using advanced tools and tax-smart strategies. With a focus on preserving wealth, minimizing estate tax exposure, and positioning assets for long-term impact, this session offers practical guidance for structuring your estate with clarity and confidence.

We’ll explore the strategic use of trusts as powerful tools for maintaining control over how, when, and to whom your assets are distributed - both during life and after death - while offering protection, privacy, and flexibility that traditional planning methods may not.

What You’ll Learn:

How to reduce or eliminate federal and state estate taxes through strategic planning;
The benefits of A/B tax planning for married couples to preserve exemption amounts;
How to structure trusts for education, special needs, creditor protection, and multi-generational wealth transfer;
Advanced strategies using tools like IDGTs, SLATs, CRTs, QPRTs, and GRATs; and
Philanthropic planning opportunities to support causes you care about while optimizing tax outcomes.

Whether you're refining an existing plan or exploring sophisticated strategies for the first time, this webinar lead by Attorney at Law Bryce Kaufman will equip you with the tools to build a tax-efficient legacy aligned with your values.

Host:
Bryce Kaufman, Attorney at Law
Myatt & Bell, P.C

Registered address: 1011 Sunset Blvd., Rocklin, CA 95765 | 855.744.8585

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. First Technology Federal Credit Union, Addison Avenue Investment Services and Raymond James Financial Services, Inc. are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by Myatt & Bell P.C.