Leaving a Lasting Legacy: Estate Planning Fundamentals and Year-End Preparation

Estate planning can be uncomfortable because it forces us to address scenarios we don’t want to think about. A lot of people don’t even think they need one. Having a plan in place can protect your loved ones—and your legacy—and often times, can be implemented fairly easily. 

Watch the recording with James & Tim as they address key estate planning topics, ranging from key documents to different techniques you should consider utilizing:

• What you can accomplish with an estate plan
• The tools you have at your disposal
• Key legislative changes on the horizon