Event

Webinar

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

WATCH THE REPLAY

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