Tactical Tuesday | Estate Planning Basics

Take part in National Back to School Month and discover essential estate planning documents that can help safeguard clients during their lifetimes and support their families after they are gone. In this session we will answer the following questions:

1. What are the pillars of estate planning that everyone should have?
2. How do property ownership and beneficiary designations play a role in estate planning?
3. What are the types of trusts and how do they work?