Advanced Estate Planning Strategies

This webinar will focus on steps to successful estate planning, protecting your assets, creating tax efficiencies, and more. This session covers the five-step estate planning process, different types of trusts, and the portability of the spouses’ exemption. We offer this webinar in three sessions: 8:00 a.m., 1:00 p.m., and 6:00 p.m. ET. Please choose the session time that works best with your schedule.