Secrets of The Rich and Famous – Protecting Your Loved Ones and Your Property (OnDemand Webinar)

$99.00

SKU: 408242EAU

Description

Understand your estate planning options, minimize taxes and plan for a liquid financial future.For as hard as you earn it, you must understand how to protect and maintain your income. An effective estate plan can help ensure that your family’s financial needs, your individual needs and your future retirement needs are cared for. Most importantly, planning now may help you in the future whether a critical or family issue. Planning now and preparing will save you hours of anxiety. A well planned strategy will provide you years of peace of mind.

Date: 2021-01-12 Start Time: End Time:

Learning Objectives

Documents Required for Planning

Where, When, Why and How to Begin the Process

Who to Call and How to Trust Someone Else With Your Investments

Compare and Contrast the Different Options Available for Your Investments

Create Paths of Success With Instruments You Did Not Know Exist

Key Tax Basics and Understand the Difference Between Gift Tax and Estate Tax

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Drew Stevens, Ph.D.-Stevens Performance Group