Estate Planning Workshop
Estate Planning Workshop | Organize your Estates
Planning for how your assets will pass after your death. Looking at how taxes impact your plan. How to title assets to pass in accordance with your plan.
We will explore your options on how your assets can pass at death. I will explain which documents are needed to help you accomplish your plan. Next, we will look at how taxes impact your plan and what you can do to minimize the amount of taxes you will pay. We will finish by detailing how to title your assets to make the process more efficient and less burdensome for your family.