Please read our important disclosures below.
You can now watch the replay of Newport Capital Group’s recent webinar, held on May 23rd. Executive Vice President Michelle Bennett, CFP®, joined by Tony Vitiello, attorney and Chair of Taxation and Estate Planning at Connell Foley, shared their expert insights on estate planning and the changing tax landscape.
Key topics covered in the webinar include:
- Current Estate Tax Law: An overview of the current state of the estate tax law and potential changes on the horizon.
- Likelihood of Proposed Changes: A discussion on the probability of the proposed changes taking effect.
- Estate Planning Recommendations: Important recommendations to consider in light of the proposed changes.
Stay informed and get valuable insights to help you navigate the complexities of estate planning in 2024.
Disclosures
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. In addition, information presented in this presentation is believed to be factual and up to date, but Newport Capital Group, LLC does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.
This presentation includes forward-looking statements and opinions, including descriptions of anticipated market changes and expectations of future activity. Forward-looking statements and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. In addition, all expressions of opinion are subject to change without notice in reaction to shifting market conditions. Therefore, undue reliance should not be placed on such forward-looking statements and opinions.
Historical performance results for investment indices are provided for general educational purposes only. Indexes are unmanaged, do not incur fees or expenses (which decrease historical performance returns), and cannot be invested in directly. Therefore, it should not be assumed that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Newport Capital Group, LLC) or product will be profitable or equal the corresponding indicated performance level(s).
Investing involves risk including a total loss of the principal amount invested. In addition, diversification strategies do not ensure a profit and do not protect against losses in declining markets.
Past performance is not indicative of future returns.