Having an appropriate, well thought out legacy wealth plan can help you preserve your financial independence and the independence of your family. Learn more about legacy wealth planning in California in this presentation.
Topics covered in this report include:
- What is a Legacy Wealth Plan?
- Protecting your Assets
- Planning for Estate Taxes
- Charitable Donations
- Revisit your Plan
- How Can an Incentive Trust Help Me Achieve My Estate Planning Goals? - September 4, 2023
- How Do I Prove Undue Influence in a California Will Contest? - September 2, 2023
- National Make-a-Will Month - September 1, 2023