Life is complicated and wealth is hard to maintain. Do your CPA, Financial Advisor, and Lawyer regularly meet together to make sure you are properly cared for? That you’re paying the least possible in taxes? That you have protection from predators? If you have significant income, or wealth, or own a business, you should consider assembling a genuine team of experts, your “A-Team” to optimize tax efficiency, return on (and of!) investments—and protect what you have for those you love. But how can you find and vet advisors? How can you get them to actually talk to one another?! In this webinar, we explore secret approaches used by savvy folks to find the best advisors, and get them working as a team!
Estate Planning BASICS: Avoid Probate, Save Taxes, Protect Your Legacy!
What are the common Estate Planning mistakes? If you’ve been procrastinating, or have adult children who need to begin this process, bring them along—and join us as we get back to basics!