If you haven’t reviewed your Living Trust in a while, you might be surprised to discover hidden traps, concerns and serious problems lurking within its pages. Life events such as births, deaths, marriages, divorces, and changes in business ownership can all impact the effectiveness of your Estate Plan. Join us at this virtual workshop, where you are invited to examine YOUR estate plan and learn where it may require essential updates. We’ll discuss how life changes should influence your overall planning and teach you how to evaluate your Estate Plan on your own. Ensure that everything still aligns with your loved ones’ best interests, and that you’re not missing out on any tax benefits. Safeguard your assets and maintain the protection of your legacy! Open your plan and don’t miss this informative workshop!
Inheritance STRATEGIES for Your Wealthy Children
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to protect the next generation!