Estate Planning for Young Families Workshop
Date: Tuesday, March 30
Time: 2:00pm – 3:00pm
Location: Zoom
Trustee School
Date: Friday, April 2
Time: 1:00pm – 2:00pm
Location: Zoom
Essential Estate Planning Workshop
Date: Thursday, April 8
Time: 4:00pm – 5:00pm
Location: Zoom
Advanced Wealth Planning Strategies Workshop
Date: Friday, April 9
Time: 12:00pm – 1:00pm
Location: Zoom
Long-Term Care Planning Workshop
Date: Tuesday, April 20
Time: 3:00pm – 4:00pm
Location: Zoom
Webinar Topics:
Essential Estate Planning: An educational overview of the strategic estate planning tools and basic asset protection strategies available to protect individuals’ assets and families in the event of death or incapacity. For all ages and levels of income.
Advanced Wealth Planning Strategies: Are you single with an estate worth at least $2,000,000? Are you married with a combined estate worth at least $4,000,000? If so, join attorney Stephen Waltar as he discusses tax-saving strategies and advanced estate planning techniques geared toward reducing risks and promoting peace of mind.
Estate Planning For Young Families: An overview of estate planning strategies for families with children or expecting children. Learn how to protect your interests while providing for your children. For individuals up to 45 years of age and all income levels.
Long-Term Care Planning: Life doesn’t end at retirement and it is important to plan for your last years. This presentation is an educational opportunity for older individuals to learn how to plan for potential incapacity and long-term care. For individuals aged 60+ or individuals with parents aged 60+.
Trustee School: After your trust is signed and executed, it’s wise to learn what is required to be a Trustee or fiduciary assigned the responsibility of acting on behalf of an estate and/or persons. Our clients have requested help preparing their families in the event of their death or incapacitation, so we created the Legacy Estate Planning Trustee School as a training program designed to answer these questions. For fiduciaries and any individuals with a trust.
