Broker Check
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

Location

Webinar

PT1H

Event Registration