Estate Planning: What to Consider When Making your Plan

When: Mon., Oct. 23, 7-8 p.m. 2017

A good estate plan allows you to choose who gets the property you own, when they receive it, and how they receive it; all in a way that can allow substantial tax savings and requires little use of the legal system. Jeffrey Douglass of the Principal Financiall Group will cover ten key actions to take to create your own estate plan. All participants will receive an "Estate Planning Guide" and a "Document Your Plans Workbook" to centralize all your essential records. Registration is required.

Add a review


Select a star to rate.