Broker Check
27 Jan
The Basics of Estate Planning


In this seminar on Estate Planning Basics, you'll learn:

  • Why you need an estate plan
  • Strategies to plan for incapacity, including special health care directives
  • Wills, trusts, and life insurance
  • Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
You'll also receive a supporting workbook complimentary created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Date and Time

Mon, Jan 27, 2020

7:00p - 8:00p CST


Jeff Pierce LLC Office

101 West 3rd St.
Chaska , MN 55318


Main level conference room

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