Webinar

Optimizing Your Heirs’ Inheritance

So many things have changed in our world in the last few years, forcing us to adapt and grow in ways we didn’t expect. If your estate plan hasn’t changed, it may be time to dust it off and really think about what you want for the future – specifically, what you want for your heirs. Please join us as we discuss the latest strategies to maximize the assets your heirs will receive.

• Learn about the latest rules and regulations on passing tax-advantaged assets like traditional IRAs to family members over time and in trust.
• Consider contemporary methods to implement flexibility in an otherwise irrevocable estate plan that can combine the goals of asset protection and planning resilience.
• Examine the options for choosing the ideal fiduciary to administer your affairs if you are looking for independence and preservation of family harmony.

Join our legal team in this informative program as we continue to set you and your family on a path for the development of an ideal estate plan.

Can’t attend? Register anyway, and a link to the recording will be sent to all who register.