06
May
Estate Management Webinar: Principles of Preserving Wealth
Description
Do I need a will or trust? What is probate? How is my money taxed when I die? Estate management is about preserving the assets you’ve spent a lifetime building. It’s about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to be. In this webinar we’ll go over tactics, critical documents, and how estate taxes work.
Date and Time
Thu, May 06, 2021
11:00a - 12:00p CST