Events
WATCHPARY: Estate Preservation for the Next Generation
Our team is committed to helping you plan for your future—and the future of those that you care most about.
Better prepare yourself for the “what-ifs” in life by joining us as we address:
• Essential estate preservation documents you
should have.
• What is the purpose of a will?
• Estate taxes and annual gifting limits.
• What is the probate process?
• Advantages of naming beneficiaries on
your accounts.
• The Secure Act 2.0 and how it impacts
your family.
• Concerns about how to protect your assets.
• Long-term care: Costs and options.
• Effects of income taxation upon death.
This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
WATCHPARY: Estate Preservation for the Next Generation
WATCHPARY: Estate Preservation for the Next Generation
97664
RegisterOur team is committed to helping you plan for your future—and the future of those that you care most about.
Better prepare yourself for the “what-ifs” in life by joining us as we address:
• Essential estate preservation documents you
should have.
• What is the purpose of a will?
• Estate taxes and annual gifting limits.
• What is the probate process?
• Advantages of naming beneficiaries on
your accounts.
• The Secure Act 2.0 and how it impacts
your family.
• Concerns about how to protect your assets.
• Long-term care: Costs and options.
• Effects of income taxation upon death.
This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
No products will be sold.