Legacy and Libations: Pairing Your Legacy with Estate Planning
Автор: Borchers Trust Law
Загружено: 2024-04-04
Просмотров: 71
Описание:
Attorney Deb Hedges discusses specific estate planning strategies for estates under $4M in her presentation, "The Perfect Vintage: Pairing Your Legacy with Estate Planning."
Topics covered:
The essential ingredients of an estate plan
How successful plans address the PIT (Probate Avoidance, Inheritance Protection and Tax Planning)
Trust planning with revocable and irrevocable trusts
Funding your plan
Updating your plan
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