Creating a Will and Estate Plan is extremely important for people who are concerned about leaving property for the people and organizations they care about. Join us at this Estate Planning Workshop to learn the various legal, accounting, and financial considerations in having an estate plan while protecting your business and personal assets.
In this workshop you will learn:
This workshop is presented by the following field experts:
- The benefits for having a Will and an Estate Plan in place
- The roles of executors, probate fees and the type of assets that are taxed at one’s death
- Types of Estate Trusts
- As a business owner, funding mechanisms to cover estate tax without losing the working capital you need for your business
Book your seat now!