ON-DEMAND WEBINAR
Preserving wealth: Tax strategy, long-term care, and legacy planning
As individuals and families accumulate wealth over a lifetime, protecting those assets becomes just as important as growing them – particularly in the face of rising long-term care costs and evolving legacy planning goals. We’ll explore advanced wealth preservation strategies designed to help minimize taxes, insulate accumulated assets from the potential financial impact of long-term care needs, and support multigenerational legacy planning objectives.
Watch members from CohnReznick’s Private Wealth Management practice alongside senior members of Lido Advisors as they discuss how thoughtful integration of insurance, trusts, education funding strategies, and estate planning can help preserve wealth across every stage of life and create a lasting legacy for future generations.
At the end of this session participants will be able to:
Recorded on May 19, 2026.
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