Do you have an estate plan….or a legacy maximization plan? The difference may mean lost wealth for your heirs. Attend our education event to learn about the mistakes that may exist in your legacy plan. If you don’t know what gaps exist in your planning, your legacy and your family may face taxes, probate expenses, legal issues, and other challenges after you pass away. Our presentation will discuss the process of creating a comprehensive estate planning portfolio. Without a comprehensive estate plan, your heirs may face big tax burdens and lengthy legal proceedings, and the court might designate how your assets are divided – even who gets to raise your children.
