Prix Fixe: Estate Planning Overview WEBINAR

Overview

Protecting your wealth for future generations is key to building your legacy. In this course we will explore basic aspects of estate planning, including charitable giving, special needs, and incapacity and asset protection.

Highlights

Estate planning. Asset protection.

Prerequisites

None.

Designed For

CPAs and financial planning professionals.

Objectives

Explore basic aspects of estate planning.

Preparation

None.

Notice

None.