The seminar assists financial professionals and their clients in building successful wealth transfer strategies by highlighting two well-known estate battles.
Topics include:
- utilizing a document location system
- rationalizing amounts, timing and structures
- managing estate taxes
- preparing and educating heirs
- appointing the right agents, executors and trustees
Thursday Mar 25, 2021
1:00 PM - 2:00 PM EDT
Thursday, March 25
1:00 P.M. - 2:00 P.M.
Webex
FREE
Email Betsy Hole to register for the event.
Betsy Hole
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