WORKSHOP: Estate Planning
November 18 @ 10:00 am - 11:00 am
Estate Planning / November 18, 2024
10:00 am – 11:00 am
FREE / NO CE Credits
Instructor: Robert Cox
REGISTER ONLINE
Wills. Trusts. Beneficiaries. These aren’t just for the ultra-rich. It’s a common misconception that only the wealthy need to bother with wills and trusts. The truth is, without careful planning, the family you leave behind could face unnecessary difficulties when it comes time for them to divide up your assets.
It’s easy to think that your family will figure it out after you’re gone, and that may be true. But clearly communicating your wishes and setting things up to transfer smoothly may go a long way toward keeping harmony in the family.
No Plan for Your Estate? Uncle Sam Has One. The government sets estate tax rates, but careful preparation can help you minimize the impact on your heirs. What’s your vision for your estate? Enhanced/Estate planning gives you more control over who gets what and how much – and that includes Uncle Sam.
Learn how enhanced and estate planning may help you:
- Transfer assets efficiently
- Reduce taxes
- Leave a legacy
- Preserve family harmony.
24 hour cancellation notice: Please notify us 24 hours prior to class or event if you will not be able to attend. Without notification, no refunds will be issued. Additionally, if you request to be rescheduled to another course date, and did not give notification, then you will pay the fee again.