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Leaving a Lasting Legacy: Estate Planning Fundamentals and Year-End Preparation
Estate planning can be uncomfortable because it forces us to address scenarios we don’t want to think about. A lot of people don’t even think they need one. Having a plan in place can protect your loved ones—and your legacy—and often times, can be implemented fairly easily. Join Tim Payne and James Bremis as they address key estate planning topics, ranging from key documents to different techniques you should consider utilizing:
o What you can accomplish with an estate plan
o The tools you have at your disposal
o Key legislative changes on the horizon.

Nov 16, 2021 12:00 PM in Eastern Time (US and Canada)

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