Broker Check
21 June
Estate Planning Seminar II: How To Pass Assets To Your Loved Ones In A Tax-Efficient Manner When You’re Not Around


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, Jun 21, 2023

3:00p - 4:00p EST


Zoom Webinar


Event Registration