Broker Check
16 Sept
Estate Planning Basics

Description

In this seminar on Estate Planning Basics, you'll learn:

  • Why you need an estate plan
  • Strategies to plan for incapacity, including special health care directives
  • Wills, trusts, and life insurance
  • Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

You'll also receive a free electronic workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Date and Time

Wed, Sep 16, 2020

2:00p - 3:00p PST

Location

Zoom Webinar

PT1H

Event Registration


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