Legacy Planning Event – “Preparing for the Conversation”
Our invited guests include a financial advisor, life insurance specialist, tax guru and funeral director to share what you’ll need to put your plan in place.
We Will Cover:
The Do’s and Don’ts for ensuring your estate and legacy is secure:
- What words to use and what questions you’ll need to ask.
- What common terms are used and what they mean.
- What are the tax implications? and how to protect your beneficiaries.
- What to expect when making final arrangements
- What documents you’ll need for each part of your plan.