Building a Lasting Legacy: Essential Estate and Tax Planning Strategies for Retirement

It can be easy to overlook, but an estate plan is essential for nearly every person. Without a plan, the laws in your state can govern what happens to your assets, leaving your family to deal with lengthy probate court delays and difficult decisions. Without proper planning, tax implications can be a huge burden on would-be inheritances. 

In this course, we will show you examples and case studies to help illustrate how you can potentially protect your hard earned resources for the next generation. You will also learn about advanced strategies to help enhance the legacy you leave behind, while also benefiting you today.