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Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary expenses, taxes and delays.

During the webinar, we’ll discuss:

– How to control who gets what, when and how
– How to avoid probate
– Intestacy and how it affects estate distribution
– The difference between a revocable or irrevocable trust
– The importance of having a trust and life insurance policy if you’re from a blended family –
– 4 Strategies that could help reduce taxes
– How to NOT disinherit your children and grandchildren because of divorce or other triggering event.
– Invest according to the legacy you want to leave
– Take full advantage of current tax law updates
– Mitigate rising taxes affecting your cash flow.
– Plan for the 3 major mistakes pre-retirees and retirees make when developing their estate plan.
– Minimize taxes on your retirement income distributions
– Protect yourself from rising health and long term care costs

and more!

Co-sponsored by: David Sandhu

Speaker(s): David, Matthew

Agenda:
12:00 Introduction

12:05 Presentation Begins

12:50 Q&A

Virtual: https://events.vtools.ieee.org/m/426854