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Estate Planning for Business Owners
Don’t leave your life’s work to chance!

How do I protect both my personal and business interests?
What is my succession plan?
How do I effectively create a transition plan for my business and family members?

Join us as we discuss unique issues related to estate planning for business owners and discover how to craft a plan that meets your goals and objectives. During this session you will learn about:

- Establishing goals and objectives
- Working with your professionals to put the right documents and plans into action
- Aligning your financial assets with your legal documents
- Different types of trust arrangements
- Deciding upon your agents and fiduciaries

Nov 30, 2021 06:00 PM in Eastern Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Thomas McGrath & Ann Sharpe.