Insights | Prosperity Wealth Management

2025 Insights from the Heckerling Institute on Estate Planning

Written by EisnerAmper | January 28, 2025

A team of EisnerAmper and Prosperity professionals attended Heckerling, an annual leading educational seminar for attorneys, trust officers, accountants, and wealth advisors. They prepared summaries on key topics such as Business Succession Planning, the SECURE Act, Estate Tax Exemption, Charitable Giving, and important financial planning techniques.