Estate Planning Strategies

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Beneficiary Planning: Don’t Leave Your Legacy to Chance

This presentation discusses the importance of beneficiary planning and why one should designate a beneficiary for each retirement account that they have. Attendees also learn how beneficiary designations affect the beneficiaries.

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The Essentials of Estate Planning

Estate planning can be a complex undertaking involving complicated legal documents, numerous tax considerations, and difficult personal decisions. This seminar explains the basics of estate planning and helps prepare attendees to make informed decisions when creating their own plan. During this session you’ll discuss the benefits of estate planning; examine important planning tools, such as wills and trusts; and discuss how to turn one’s estate over to another person.

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