Estate Planning Webinars – June 2024

Are You Prepared for Death & Taxes?

I want to invite you to join me for one of my Free Estate Planning webinars:

Thursday, June 20, 2024 @ 12PM

Preparing for the Sunset of the Estate Tax Exemption on December 31, 2025

  • How to make sure you are ready for the estate tax exemption to be cut in half from $13 plus million per person to approximately $6 plus million per person
  • Some best practices and strategies that you must implement now to avoid hefty taxes later
  • How to disinherit the IRS

Thursday, June 6, 2024

What to Do When Your Spouse or Loved One Dies

  • Be prepared with the 7 steps to handling a loved one’s estate

Watch the replay …

Did you miss our December Estate Planning webinars?

Topics include:

  • How to Make Sure Your Trust Doesn’t Fail
  • To SLAT or not to SLAT
  • The New Corporate Transparency Act

Watch the replays

No cost webinars — Free events to educate our community

Stay tuned for upcoming events, including in-person Estate Planning Workshops on our Events page.

Everyone needs an Estate Plan, it’s vital for any individual, couple, or family that owns a home and has assets. The truth is no one is promised tomorrow! I know you’ve worked hard to build wealth — now it’s time to make sure you have a Rock Solid Estate & Legacy Plan that ensures you and your loved ones are taken care of and you don’t lose wealth to probate court, fees, taxes and predators!