Broker Check
20 Sept
Estate Planning Seminar II: How to pass assets to your loved ones in a tax-efficient manner


Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation
Strategies to potentially avoid probate / protects privacy / potentially 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, Sep 20, 2023

3:00p - 4:00p EST


Zoom webinar


Event Registration