Broker Check
20 April
Estate planning seminar II: How to pass assets to your loved ones in a tax-efficient manner when you are not around


- Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation
- Strategies to avoid probate / protects privacy / avoid estate tax
- Overview of popular trust setups and concepts
- Advanced gifting strategies and wealth transfer tools/vehicles
- Sophisticated wealth transfer strategies for non-US Citizens

Date and Time

Wed, Apr 20, 2022

3:00p - 4:00p EST


Zoom Webinar


Event Registration