Have you considered what will happen to your money after you’re gone?
Plenty of people focus most of their energy on making more money now, and for good reason. Estate planning tends to take a backseat to seemingly more pressing matters of the here and now.
But you can’t live forever, so you need to make some vital financial and personal decisions now. There’s no better time than right now to begin developing your estate plan.
Estate planningprovides families with a great opportunity to be prepared for unexpected incapacity and death.
Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures.
Simply put, why bother with estate planning – easy, you get to plan where your money goes, how it gets invested, how to minimize tax implications and heaven forbid, incapacity or death, someone else gets your money other than Uncle Sam.
An estate plan can include many different types of documents, including wills and trusts. There are so many different tools that will allow you to have a comprehensive and customized estate plan.
The goal of this CPE Estate Planning webinar is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.