Estate Planning Essentials
Join us to learn the essentials when it comes to estate planning! You'll learn the ins and outs of securing your future and protecting your loved ones. Did you know that 72% of Americans don’t have an up-to-date will? And that 35% experience family conflicts because of a lack of estate planning? Don’t let that be you!
Join us for an insightful session where we’ll cover:
- Understanding Wills, Trusts, and Powers of Attorney
- Recent tax law changes that could impact your estate
- Strategies to minimize inheritance taxes and legal fees
- How to avoid probate and common estate planning pitfalls
- Leveraging IRS tax codes for a tax-free retirement income
This workshop is your chance to get ahead and take control of your financial future. Don’t leave anything to chance—join the 28% of Americans who are ahead of the game!
We’d love to see you there!
Join us for an estate planning workshop to secure your future—don’t miss out!
IF YOU ARE A CURRENT CLIENT, PLEASE CONNECT WITH YOUR ADVISOR.
Event schedule
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