In this workshop, you will 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 PDF workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.