This year will likely usher in sweeping changes to the transfer tax which will have significant impact on those with growing wealth. Learn how taking the right action now could save your family substantial tax dollars in the future.
Featuring Kelli Stiles, JD®, CPA®, CIA®
Vice President – Advanced Planning Attorney at LPL Financial
Learn more about:
– What are the keys to successful wealth transfer planning
– How to take advantage of your exemptions
– Using trusts to preserve and protect your wealth
– The building blocks needed to design the right plan for you
About Kelli Stiles:
Kelli began her career in the financial services industry nearly 30 years ago. She has extensive experience working with Financial Advisors and their High Net Worth clients, having served as an Estate Planning Attorney and Certified Public Accountant (CPA®) for many years. Kelli also served in Advanced Planning roles for several of the nation’s largest Insurance and Financial Planning firms.
Upon joining LPL Financial in early 2018, Kelli was named the Vice President of the Advanced Planning team. She partners with LPL Financial Advisors to develop and implement strategies for their affluent and high-net-worth clients and business owners. Her estate planning expertise and experience working with financial advisors, CPAs, and attorneys make her a valuable resource in evaluating client needs and identifying opportunities to preserve and pass wealth.