Broker Check
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

Location

Zoom Virtual Meeting

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