24
March
How to Protect Your Loved Ones Financially When You Are Not Around
Description
Topics covered include:
- Asset protection strategies and beneficiary designation rules
- Living trust, irrevocable trust, insurance, any other planning vehicles
- Strategies to avoid probate / protects privacy / avoid estate tax
- Common mistakes & case studies
Date and Time
Thu, Mar 24, 2022
3:00p - 4:00p EST