The estate planning process can be overwhelming without knowledge and guidance. Fortunately, this free educational seminar shares a wealth of information to help you create an estate plan with confidence. You'll leave this seminar having learned how to better preserve and enhance the value of your estate, when you should make/review your will, factors to consider when using an executor, opportunities for tax deferral or minimization, what probate is and MORE!

• The advantages and disadvantages of Wills and Living Trusts
• When and how to defer taxes - and when it might cost you more
• How to safeguard your family and loved ones when you're no longer able to
• Leveraging tax brackets to make Roth conversions more estate-friendly
• Minimizing Taxes on Inheritance - smart ways to limit taxes and keep more wealth in the family
• Why the ownership structure of your assets matters for your financial legacy
• How to protect the assets you leave behind from creditors, divorce, and bankruptcy
• Creating a legacy that reflects your values, not just your financial worth