21
Aug
Estate Planning
Description
At this webinar you will learn...
- How assets are transferred at death
- Why do you need a will?
- Other documents you need
- Important questions that must be addressed
- What a trust is
- Federal 2023 estate and gift taxes
- How your plan may change
- Estate Equalization
- Business Succession Planning
Date and Time
Mon, Aug 21, 2023
6:30p - 7:30p PST