- Tax Planning, Estate Taxes, Charitable Trusts
Inheritance Planning: Are You Ready to Inherit?
Date & Time
- February 27th @ 12:00 PM (PST)
Description
- Do you know how inheriting assets could significantly impact your financial future? Let's explore the world of inheritance and legacy planning. Discover how assets like real estate, annuities, and large retirement accounts can impact your financial plan and including income and estate tax consequences. Learn when it's strategic to refuse certain assets and how to allocate them wisely during lifetime planning while your loved ones are still here. Whether you're new to wealth or anticipating a windfall, we'll guide you on preparing effectively and connect you with the experts to help you. Don't miss your chance to master your financial future!