Estate Planning

Now more than ever, it’s essential to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. Prioritizing both the preservation and distribution of your estate can help you leave the legacy you want for future generations.

By attending this seminar, you’ll learn financial strategies designed to help preserve more of your wealth for your heirs and charitable causes. This includes tactics to minimize the tax impact on your estate, safeguarding inheritances from potential risks and leveraging tools like 529 plans for efficient legacy planning. With this knowledge, you’ll be better prepared to develop a successful estate."

Join us for an educational workshop where we'll focus on:

How to protect your family and loved ones when you no longer can

6 strategies for a strong generational wealth management plan

Ensure your beneficiaries get their inheritance without selling assets

How to pass on more than just your assets and leave a true legacy

How to ensure that the assets you leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy

How retirement planning, portfolio-mix, and risk tolerance can affect future generations

Strategies that could help reduce taxes

How a 529 plan can be an efficient estate planning tool

How bracket topping can minimize tax implications of Roth Conversions and enhance the value of your estate