Come learn what the new Secure Act is and potential strategies to minimize the adverse income tax consequences and continue asset protection in your estate planning.
Now that your kids are home from school, it is a good time to get informed about what you need to do to be able to keep protecting them even though they are now legally adults.
When it comes to sorting facts from fiction in Estate Planning, we provide leadership. The goal of our free workshop is to share with you in an easy to understand way exactly what you need to know to avoid the common estate planning mistakes so you can plan to protect what matters most... your family, […]