Building a Lasting Legacy: Essential Estate and Tax Planning Strategies for Retirement

It can be easy to overlook, but an estate plan is essential for nearly every person, regardless of how much money you have. Without a plan, the laws in your state can govern what happens to your assets, leaving your family to deal with lengthy probate court delays and difficult decisions.

In this course, we will share with you tax strategies and concepts as well as examples and case studies to help illustrate how you can potentially protect your hard-earned resources for the next generation.