Description
Everybody needs an estate plan. Attendees will learn about establishing and prioritizing goals, what today’s estate tax landscape means for them, and how to avoid common mistakes.
Many believe estate planning is only for the wealthy, but that’s a common misconception.
In this workshop, find out why and learn about:
- Setting and prioritizing your goals
- Today’s estate tax landscape and what it means for you
- How to avoid the ten common mistakes people make with their estates