ACC Brown Bag - Estate Planning (In-Person)
Date and Time
Saturday Jun 26, 2021
10:00 AM - 12:00 PM CDT
Saturday, June 26
10am-12pm
Location
In Person - Location will be sent by June 24
Fees/Admission
Members: FREE
Non-members: $25
Contact Information
Barbara Gallo
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Description
An informational workshop designed specifically to discuss basic fundamentals of estate planning, how to minimize your estate taxes while maximizing the assets you pass to your heirs.
- Common estate planning terms and definitions
- Essential estate planning documents
- How to help uncover your wealth transfer mistakes
- Ways to avoid probate
- To identify solutions to the most common mistakes in estate planning
- To help lay out a “road map” or action plan for implementing these solutions
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