FROM YOUR FRIENDS AT FINANCIAL DESIGNS LTD.
APRIL | 2024
FDL Team Updates
FDL is growing! Since our last update, we have added three new team members and a baby!
Spencer Fugita
Spencer and her husband, Preston, welcomed a darling baby girl on December 1st. Her name is Maren Fugita. We are thrilled for her and excited to have her back from her maternity leave.
Becky Ferguson
Becky joined us on the Plan Design Team. She brings 20 years of expertise in the Insurance Industry. Her knowledge, collaborative personality, and experience are a valuable addition to the team.
Ryan Inman
Ryan joined our Client Service Team. His previous experience, which spans nine years in various insurance dedicated client service capacities, adds additional strength and fresh ideas to our team.
Julia Colello
Julia joined our Underwriting Team. She is a recent graduate of CU and is new to the world of insurance, however she is learning fast. We look forward to the impact she will make.
We also want to say a fond farewell to Victoria Lucero who is retiring from FDL after 17 years. We are grateful for her caring service to our clients and to the company for so many years. We will miss her and offer our best wishes for a happy retirement filled with many new adventures!
The Washington Report: Wealth Transfer Edition
Highlights from the 2024 Heckerling Institute on Estate Planning
Presenters at the 2024 Heckerling Institute on Estate Planning identified several recent developments that advisors should track, including developments related to the SECURE Act, trust modifications, gift disclosures, audit preparation, the Corporate Transparency Act, and recent court cases, including Connelly, all of which point toward a tightening of the rules surrounding wealthy taxpayers.
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