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Estate Planning in a Time of Uncertainty
July 10, 2023 @ 2:00 pm - 3:00 pm
Estate planning is not just for the wealthy. It is a planning process that belongs in every personal financial plan. Regardless of the size of your estate, estate planning is about:
• How your estate will be transferred to your loved ones should anything happen to you
• How to minimize the cost of transfer
• How to care for your survivors, including your spouse, parents, and children
• Who makes medical decisions when you are no longer capable
• How to minimize the estate tax impact on your estate, currently at 40% of taxable estate
• How to address the tax issues for your retirement accounts (often referred to as the missing estate plan)
At this workshop, the presenter John Lau, Principal and Managing Director at Robertson Stephens will address each of the above issues.