Wills, Trusts, And Estate Planning

A PERSONAL MONEY MANAGEMENT WORKSHOP

practice-detail-one-1

What You Will Learn:
This workshop is for anyone interested in protecting his or her assets from unnecessary loss, taxation, and erosion. We discuss the benefits of proper estate planning, the issues regarding Wills and Living Trusts as well as the Probate Process.

 

 

 

 

 

 

The feedback that we regularly receive from employees is extremely positive…

By SUSAN L. RICHMAN, DIRECTOR OF COMPENSATION AT JOHNSON CONTROLS

 

practice-detail-one-2.jpg

 

TOPICS INCLUDE:

practice-detail-one-3.jpg

 

  • WHAT IS PROBATE

  • WHAT IS CONSERVATORSHIP

  • ESTATE & GIFT TAXES

  • CREDIT SHELTER TRUST

Get your free seminar
Call Now ButtonCall Now