Estate planning fundamentals

Where to start and what to consider if you already have a plan.

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Wondering about estate planning but unsure where to start? Or maybe you have specific questions about an estate plan you’ve already created? Watch this recorded webinar where we dissected common questions and touched on information you might not have considered.

Some of the topics we covered include:

  • What exactly constitutes an estate
  • Top seven benefits of estate planning
  • Four ways an estate changes hands
  • The impact of federal and state taxes and laws
  • Key estate planning documents

Download slides (PDF) | Download transcript (PDF)



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