Estate Planning Basics
Complimentary Webinar
View this free, one hour web seminar.
No matter what your net worth, it’s important
to have a basic estate plan in place.
Who needs estate planning? We all do. An estate plan ensures
that your family and financial goals are met and that everything you’ve
worked for is not lost or given to unintended beneficiaries upon your death.
Please join this important discussion as we will explore/focus on the
critical non-tax estate planning topics and issues that touch every individual.
Learn about:
- The importance of various documents such as wills, powers of attorney, and health care proxies
- Property ownership methods and how it affects estate planning
- The importance of trusts, asset protection, and the use of life insurance
- How taxation affects our estates during life, at death, and upon disposition of assets after death
- Business owner issues and how pitfalls can be avoided
Who should attend:
- Business owners
- Real estate entrepreneurs
- Executives
- Managers
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