May 14, 2025 | 11:30 AM - 12:30 PM | Webinar
Have you safeguarded your estate against unforeseen circumstances? A well-designed estate plan is crucial for protecting your assets and securing your legacy. Join Lutz experts Tom Hodgson and Ben Burton as they guide you through the intricacies of estate valuations, trust setups, and tax considerations to help you create a plan that reflects your wishes and minimizes potential conflicts.
KEY TAKEAWAYS:
SEMINAR LEVEL: Intermediate
WHO SHOULD ATTEND: High Net-Worth Individuals, Business Owners, Individuals with Complex Family Situations