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19 Oct
Estate Planning Seminar II: How to pass assets to your loved ones in a tax-efficient manner when you’re not around

Description

Topics covered include:
- 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, Oct 19, 2022

3:00p - 4:00p EST

Location

Zoom Webinar

PT1H
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