Anna Fogle - Northwestern Mutual

Anna Fogle - Northwestern Mutual

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I am your partner in the process of achieving financial security–the confidence that comes from taking action today.

Maximizing Wealth Transfer: Estate, Gift, and GST Tax Exemptions 08/06/2025

Americans will transfer as much as $124 trillion in assets to heirs through 2048. If you don’t have a plan to transfer your wealth, I can help you get started.

Maximizing Wealth Transfer: Estate, Gift, and GST Tax Exemptions By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.

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