Webinar: Planning with Purpose: Essential Estate Planning Tools and Strategies (second in four-part series)

Description

Tronconi Segarra & Associates

Webinar: Planning with Purpose: Essential Estate Planning Tools and Strategies (second in four-part series)

Tuesday November 18, 2025

Noon – 1:00pm

Estate, trust, and life planning are essential components of securing your family's legacy and ensuring a smooth transition across generations. In this informative webinar, we’ll provide a clear overview of the crucial documents every family business should have in place—from wills and powers of attorney to healthcare directives and trusts. We'll explore whether a trust is right for your situation, and clarify the often-confused difference between succession planning and estate planning. Managing family dynamics is a key theme, especially when emotions and expectations intersect with financial decisions. We’ll also touch on retirement cash flow planning, gifting strategies, and provide a quick overview of federal and New York estate and excise taxes. Whether you're just beginning to think about long-term planning or looking to refine your current strategy, this session will offer practical insights to help you protect what matters most.

There will be a live Q&A Session

Register at: https://attendee.gotowebinar.com/register/3437636748193954648?source=BNP