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Estate Planning Basics with Rodney Boylan

Please join us to learn about how understanding estate planning basics is critical to a person’s long-term financial well-being. This provides an overview of what estate planning is; its benefits and primary tools used. More in-depth information about each tool (Wills, trusts, gifting, and life insurance) are provided. Simple estate plan designs, for example “What’s Mine is Yours” strategy or “I’ll Pick Up the Tab” strategy, are offered to illustrate various plan options.

Mar 9, 2023 06:30 PM in Eastern Time (US and Canada)