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Estate Planning 101: protect, choose, control
Tue, 15 November 2016, 7:00 PM – 8:30 PM EST
*Limited availability, reserve your seat today.
Estate planning is an important part of protecting your assets, your family and your legacy. An effective estate plan helps make certain that your personal property is managed effectively while you’re alive and ensures your assets are properly distributed after your death. That means more of your estate is left for your heirs.
By attending this seminar you will learn;
- What is an estate plan?
- Your estate planning checklist
- Your will: the most important document you'll ever sign
- The six key steps to developing your estate plan
- Explore tax planning strategies
*an estate planning guide available to all attendees. Please RSVP below.
Aron Gillard, Barrister & Solicitor, Notary Public - BIO
Robert T. Anderson, Financial Advisor - BIO