Upcoming Webinar! Estate and Legacy Planning
Whether you’re in the early stages of building your estate or are looking to fine-tune an existing plan, this live webinar will offer actionable insights to help you craft a customized strategy. Explore the key elements of estate planning and learn how to protect what you’ve built for future generations.
Topics covered include:
- determining what’s in your estate and its potential value;
- understanding how probate works and strategies to avoid it where possible;
- identifying who you want to impact and when to distribute your assets; and
- creating a customized estate plan to meet your personal and financial goals.