In the hustle and bustle of life, it’s easy to overlook one of the most crucial aspects of securing your legacy – estate planning. Imagine having peace of mind, knowing that your assets are in alignment with your wishes.
What We’ll Cover:
- Federal Estate Tax Changes: Discover how changes in the federal estate tax exemption may impact your legacy and why planning now is paramount.
- Digital Assets Access: Learn the importance of including digital assets in your estate plan and ensuring hassle-free access for your fiduciaries.
- Document Understanding: Uncover the significance of knowing and updating your documents to reflect your current wishes.
- Life Events and Updates: Explore when life events like marriage, divorce, or incapacity signal the need for an estate plan review.
- Charitable Giving: Find out various ways to leave a lasting legacy to your favorite non-profit while optimizing tax benefits.
Why Understand?
- Understand the nuances of estate planning in light of current regulations.
- Receive practical tips on reviewing and updating your estate plan.
- Ensure your assets are distributed according to your wishes.
