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Events & Speaking Engagements


Webinar - Estate Planning 101

12.11.2019 | 11:00 AM - 12:00 PM

Have you been thinking about putting an estate plan in place- or updating the one you have? Regardless of whether your estate is valued at $100,000 or $10,000,000, a good estate plan will ensure that your assets are transferred to your beneficiaries in a thoughtful manner upon your disability and/or death.

Our webinar will break down the basic elements of the plan, the relevant taxes to consider when designing your estate plan, the documents that comprise a basic estate plan, some common estate planning structures, and how proper asset titling can further your estate planning objectives.

Register here.

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