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

Date: November 16, 2021
Start Time: 12:00 PM
End Time: 1:00 PM

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

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