Tax Based Estate Planning (Beyond The Last Will & Testament)
A complimentary online workshop designed to help families create an estate planning strategy for their unique goals and needs.
Online Estate Planning Workshop
Tuesday, May 11th
You can watch the online workshop from your mobile device or computer.
We will discuss the following:
Planning For Everyone
Estate planning is not only for the wealthy - everybody can benefit from ensuring their assets and finances are properly taken care of after their death.
Avoid Unnecessary Taxes & Fees
Without the proper planning in place, your kids and your wealth may be exposed to taxes & probate fees that could be reduced or even eliminated.
Avoid a court administered guardianship and make sure your family members or trusted friends have the legal rights to carry out your wishes.
Why we created this online workshop:
Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.
It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.
During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.