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Upcoming Webinar! Your Estate, Your Legacy: Adapting to the New Landscape

Estate planning has just got a major update.

In this webinar, we’ll explore the new provisions signed into law on July 4, 2025, and what it may mean for your legacy, your loved ones, and your long-term financial strategy. From increased exemption limits to charitable giving enhancements and state-level implications, we will review the key changes and offer practical guidance on how to adjust your estate plan accordingly. Whether you’re updating an existing plan or starting fresh, this session will help you make informed decisions with confidence.

Date: Wednesday, November 18, 2026

Time: 1:00 PM ET

Have questions? Need help? Call the CAPTRUST at Work Desk at 800.967.9948, or schedule an appointment with a retirement counselor today.

Legal Notice

This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.