LIVE WEBINAR

Annex University: Advanced Estate Planning Concepts

Tuesday, August 20, 2024 · 1:00 p.m. · 1 hour 0 minutes

Register

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Because we know how complex Estate Planning can be, we’re inviting you to a workshop on some advanced Estate Planning concepts.

We will cover:

Estate Planning for Blended Families
Leaving Assets in Trust for Beneficiaries
Tax Efficient Estate Planning in light of The SECURE Act
Power of Attorney Responsibilities
Trustee (or Executor) Responsibilities after Death
Administering Irrevocable Trusts – Trustee & Beneficiary Tips

Presenters

Alec Durand, JD

Deanne Phillips, CFP®, CDFA®, ABFP℠

Webinar: Annex University: Advanced Estate Planning Concepts by Annex Wealth Management

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