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
Presenters:
Jon T. Meyer, CFP®
Principal, President, BGM Wealth Management Group
Chad Halbur
President and Shareholder, Cornerstone Private Asset Trust Company