Events & Seminars


18 Jul

Seminar: Estate Planning Part II
Tuesday, July 18th / 6:00 p.m. to 7:30 p.m.

Estate Planning… when most people hear that phrase, they think it is something that only millionaires and billionaires need to worry about. In reality every individual over the age of eighteen needs some estate planning documents in place. Estate planning can include anything from a basic durable financial power of attorney, to a last will and testament to a revocable trust, to business planning documents, to complicated irrevocable trusts.

Your estate planning documents should be tailored to your needs and desires. In this two part seminar series, we will start out reviewing the more basic estate planning documents every individual needs to have. We will then review what could possibly happen to you and your family if you become incapacitated or pass away without those documents in place. In the second part, we will discuss trusts, business planning, asset protection and income, capital gains and estate tax issues related to your estate planning documents.

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