A well-structured estate plan can help protect your legacy, minimize complications, and provide financial security for future generations. Join wealth transfer advisor Alaina Davalos, and Director of Wealth Transfer, Dominick Parillo as they discuss:
• Key planning documents
• Probate process
• Asset protection and distribution
• Healthcare and end-of-life planning
• Tax implications
While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $500,000 in investable assets within the next year. Our presenters typically speak with that in mind.
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By: Savant Wealth Management
Title: Estate Planning: Beyond the Basics
Sourced From: www.youtube.com/watch?v=7k2_j_CRD6A
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