Estate Planning 101: Preserving & Protecting Your Family & Legacy
Virtual: https://events.vtools.ieee.org/m/426854JOIN ON ZOOMNow 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 costsand more!Co-sponsored by: David SandhuSpeaker(s): David, MatthewAgenda: 12:00 Introduction12:05 Presentation Begins12:50 Q&AVirtual: https://events.vtools.ieee.org/m/426854