June 4th, 202410:00 a.m. Eastern Time

June 4th, 2024 | 10:00 a.m. Eastern Time

Virtual

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Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes

For high-net-worth individuals who have been through a divorce, lost a spouse or are otherwise single, estate planning can become tougher to navigate.

If you decide to marry again, that creates a whole new layer of complexity. Add in the upcoming changes to estate taxes, and you've got even more considerations to unwind. In this interactive webinar, join Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys who will discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.

They’ll cover:

  • The do’s and don'ts of estate planning for individuals before, during and after divorce.
  • The estate tax increases expected to go into effect in January 2026.
  • How to protect your assets and take care of your loved ones.
  • Why it’s important for individuals to start planning now.

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Featured Speakers

  • Adam Yofan

    Wealth Advisor, Buckingham Strategic Wealth

    Putting his deep and diverse experience to work, Adam spends his days helping clients address their multilayered issues in areas such as portfolio construction, tax minimization, retirement planning, asset protection, and estate and legacy planning.

    Adam’s favorite part of his professional life is getting to know the diverse individuals, families and business owners with whom he works. He loves interacting with goal-driven people — hearing their stories, learning their life path, understanding their aspirations and helping them navigate the financial challenges they face.

  • Carol A. Behers

    Partner, Raphael, Ramsden & Behers Family Law Attorneys

    Learn more

    Carol A. Behers practices all aspects of family law including divorce, complex property distribution and support, child custody, and preparation and review of Premarital Agreements. She is focused on client needs, assisting individuals during the most difficult times in their lives. Attorney Behers relies upon her thirty-five (35) years of family law experience to provide clients with sound legal advice and a strategic plan for achieving individual and family goals. She combines her experience with respect and compassion for her clients. Attorney Behers is a frequent lecturer and published author on various family law topics, a Bar Association leader, and the recipient of several peer recognition awards.

  • Matthew F. Schwartz, Esq.

    Attorney at Law, Schwartz Montoya Legal, LLC

    Learn more

    Matt is a lifelong Pittsburgher who grew up in Mt. Lebanon and Upper St. Clair. After high school, Matt attended Northwestern University graduating with a dual degree in Mathematical Methods in the Social Sciences and Economics and obtained his law degree from Washington University in St. Louis. In 1997, Matt started his legal career with Thorp Reed & Armstrong as a benefits attorney and eventually found his calling as a retirement and estate planning attorney.

    After working with Cohen & Grigsby, Matt worked for Jim Lange as part of Lange Legal Group, LLC from 2003 until 2023. As the managing attorney for Lange Legal Group, Matt hired John P. Montoya, Esq. in 2017 to help manage and support his own growing practice while providing additional support for Jim’s legal practice. In 2023, Jim announced his desire to focus his time and energy on his financial practice, which allowed Matt and John the opportunity to form Schwartz Montoya Legal, LLC.

Other Upcoming Events

  • May 17th, 2023 | 5:30 – 7:30 p.m. Central

    Retirement: Beyond the Financials

    8182 Maryland Ave., Suite 500, St. Louis, MO 63105
    Fifth floor Education Center

    While you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?

    During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.

    Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:

    • Ten key elements of a fulfilling retirement
    • A guide to creating a personalized retirement life plan
    • Suggestions for initiating crucial conversations with those closest to you about retirement plans
    • A framework for deciding when to retire
    • How and why you may want to “practice retirement” while still working

    As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.

  • July 20th, 2023 | 11:30 a.m. Central

    Virtual

    Preventing Identify Theft: How to Defend Your Finances

    As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.

    You’ll learn strategies to fend off common identity theft tactics, including:

    • Establishing credit in your name
    • Filing a fraudulent tax return on your behalf
    • Compromising your online accounts
    • Engaging in other malicious activities
  • May 30th, 2024 | 11:30 a.m. Central

    Virtual

    What You Need to Know When Inheriting an IRA

    In this session, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what IRA owners and their future beneficiaries should know when transferring accounts to heirs.

  • June 25th, 2024 | 11:30 a.m. Central

    Virtual

    Three Keys to Building the Right Portfolio for You

    In this session, Chief Planning Officer Jeffrey Levine will guide participants through the key factors to consider when building a personalized investment portfolio.