Estate planning continues to evolve, and 2026 is shaping up to bring important developments that financial professionals cannot afford to overlook. From tax updates to shifting rules around inherited retirement accounts, staying current is essential to delivering meaningful value to clients.

NAIFA's upcoming webinar, "Comprehensive Estate Planning: Your Competitive Edge for 2026", is designed to equip you with timely insights and practical strategies you can apply immediately. This webinar will explore recent tax developments and compliance updates that may impact estate plans, as well as advanced trust strategies that can help maximize wealth transfer opportunities for clients and their families.

Attendees will also gain guidance on planning considerations for married and divorced clients, recognizing that family dynamics often play a critical role in estate strategy. In addition, the program will address evolving rules surrounding inherited IRAs and how those changes may affect long term planning decisions.

In a rapidly changing regulatory and tax environment, proactive education is a competitive advantage. Strengthening your estate planning knowledge not only enhances technical expertise but also deepens client trust and positions you as a forward thinking professional.

We are grateful to the American Cancer Society for sponsoring this webinar and supporting continued professional development for NAIFA members.

Join us to ensure you are prepared to lead estate planning conversations with clarity and confidence in 2026.