Live Webinar: Beyond Your Binder—What Wasn’t Covered During Your Steak Dinner
Join us for a live webinar.
Date: Tuesday, September 15, 2026
Time: 4 PM ET
You have a fancy binder, complete with revocable trust, will, and powers of attorney. It’s been sitting in your closet since you signed it and is likely covered in dust. But estate planning isn’t a “set it and forget it” exercise, and the last decade has seen some of the biggest changes to federal estate tax law in a generation.
Join SAX Wealth Advisors for an educational session that goes beyond what was covered when your plan was first drafted. We’ll walk through what’s changed, what it means for a plan built under old assumptions, as well as sharing some advanced strategies you might consider adding to your core plan.
In this session, we’ll cover:
- What’s really in your binder: what each document does, and the roles of trustee, personal representative, and agent
- The estate tax landscape: from portability to the 2017 TCJA exemption increase to the 2025 One Big Beautiful Bill Act
- Whether your plan still fits and what to do if it doesn’t
- Advanced strategies to consider
By the end of this webinar, you’ll have a clearer picture of whether your existing plan works under current law and reflects your current goals, along with concrete questions to bring to your next planning conversation.
Who Should Attend:
Clients with an existing basic estate plan (revocable trust, will, and powers of attorney) who are interested in exploring additional planning options.
Speakers:
Brian Ream
Partner, SAX Wealth Advisors
Tamara Paulun
Director of Advanced Planning & Trusts, SAX Wealth Advisors