Webinar: Estate Planning: Not Just For The Wealthy

Description

Tronconi Segarra & Associates

Webinar:  Estate Planning: Not Just For The Wealthy

Estate planning is essential for all, regardless of the size of your estate. Join our specialists, Lisa Mrkall and Adam Ohar, as they delve into the reasons why estate planning is a must for safeguarding your assets for your beneficiaries’ future. They’ll cover the essentials of estate planning documents, the roles of beneficiaries, and the strategic use of trusts, including both revocable and irrevocable types. They’ll demystify probate and offer strategies to bypass it, highlight the significance of maintaining a family emergency binder, and pinpoint common pitfalls that could inadvertently expose a tax-exempt estate to estate transfer taxes due to poor planning. Concluding the session, there will be an opportunity for Q&A to address your specific concerns.

Free Event

Registration: https://attendee.gotowebinar.com/register/4318948084178262102?source=BNP