Sept 23rd | Is Your Estate Plan Working the Way You Intended?
You May Already have an estate plan. the question is whether it's still working the way you inteded.
- Learn why many well-intentioned estate plans fail to achieve the outcomes families expect.
- Discover how trusts, beneficiary designations, and account titling can quietly override your wishes if not properly coordinated.
- Explore how taxes, healthcare costs, and changing laws may impact your family’s inheritance.
- Understand why inherited IRAs and retirement accounts often require specialized planning to help maximize what beneficiaries receive.
- Explore the hidden risks that can undermine even carefully built family wealth
This event is reserved for first-time attendees with established assets who are committed to thoughtfully navigating their wealth, retirement income, and legacy.