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Join us online on
Friday,
February 19, 2021 at 1:00 PM
to learn about
Estate Planning
strategies, understand the role of Estate Planning documents, gift taxes and the importance of planning for the future. The webinar will be presented by
Theseus Schulze,
from
Woehrle Dahlberg Yao PLLC.
Topics will include:
Consequences of not having an Estate Plan
Role of Estate Planning documents
How to avoid probate
Difference between Wills and Trusts
How to fund trusts with US financial assets
How to deal with foreign assets
How to minimize Estate Administration costs
We apologize, but there are no sessions available at this time. Please email htbarreto@bfsfcu.org to be added to a wait list.
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