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Financial Friday – Estate Planning and the Family Love Letter

MAY

6

A Lunch & Learn Webinar Series

Grab your lunch and join us once a month at noon for Financial Fridays with Equitable Advisors. These short, 30-minute online sessions are meant to offer tips and ideas for securing your personal financial success.

This presentation covers how a properly created estate plan can help protect a family’s financial well-being, preserve property, reduce estate taxes and expenses, as well as help avoid family conflict. Included is a basic overview of the Family Love Letter and its contents, emphasizing the importance of estate planning strategies if sudden incapacitation or death should occur.

Download the flyer.

Details

Date:
May 6, 2022
Time:
12:00 pm - 12:30 pm
Cost:
Free
Event Categories:
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Venue

Online

Sponsored by: