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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