Tips and information on estate planning. Now is a good time to review your estate plan and give thought to any needed updates. A comprehensive, complete estate plan is a gift to yourself and to your family and loved ones. As an owner of a family business, your advance planning also impacts and benefits your employees.

This webinar covers:
  • Immediate steps you can take to benefit your family and enhance your estate plan
  • The key documents you want to have in place to protect yourself and your loved ones
  • New features that could improve your revocable living trust agreement
  • How to coordinate your estate plan with your business succession plan
  • Specific logistical challenges occurring now and how to address them
Kay Brooks, Weintraub Tobin
Allison Pedrazzi, Weintraub Tobin