Hot Topic Webinar: Estate Planning 201
So you have a will, but what else should you do for your estate? Watch the replay of our webinar from Wednesday, June 26, to learn more. We looked at advanced estate planning strategies that will help you leave the legacy you want.
What you need to know:
As your estate gets more complicated, you have strategies that can help you protect your assets and minimize taxes.
Use the link below to watch the second of the two-part series on estate planning.
Topics covered:
- The sunsetting of the estate tax
- The trusts to consider
- Family partnerships and limited liability companies
- Charitable giving strategies
- Beneficial ownership information (BOI) reporting
- Common pitfalls
- And more!
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 Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.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.
