Hot Topic Webinar: Estate Planning 101

Wednesday, May 22, 2024 at 12:00pm PM CT

What should you do to put a basic estate plan in place? Join us online on Wednesday, May 22, for an hour-long discussion. We’ll look at the 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. Join us for the first of a two-part series on estate planning.

Topics we’ll cover in this first part include:

  • 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


Jon T. Meyer, CFP®
Principal, President, BGM Wealth Management Group

Chad Halbur
President and Shareholder, Cornerstone Private Asset Trust Company

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

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