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Estate Planning – Advanced Concepts
February 8 @ 7:00 pm - 8:30 pm
This class is for those who have already taken Estate Planning Essentials or who have a solid knowledge of estate planning basics. We will dive deeper into end-of-life planning. We’ll cover how to structure trusts for children and heirs to support them on their life journeys, while still encouraging their personal growth and achievement. We’ll then discuss additional tax planning techniques to minimize estate and capital gains taxes, potential new tax law changes, as well as charitable giving tools that can build family unity and shared purpose.