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