Hot Topic Webinar: Estate Planning 101
What should you do to put a basic estate plan in place? Watch the replay of our webinar from Wednesday, May 22, to learn more. We discussed issues and documents you need to know about to ensure your wishes are carried out.
What you need to know:
Procrastinating can hurt yourself and your family. Find out how to set up the legacy you want to leave. Use the link below to watch the first of a two-part series on estate planning.
Topics covered:
- The difference between a will and a trust
- How to protect yourself: healthcare directives and powers of attorney
- Limits around taxes
- The Minnesota estate tax
Presenters:
Jon T. Meyer, CFP®
Principal, President, BGM Wealth Management Group
Chad Halbur
President and Shareholder, Cornerstone Private Asset Trust Company
This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.
The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.
