Estate Planning and Maximizing Your Personal Wealth
Date and Time
Tuesday Mar 9, 2021
10:00 AM - 11:00 AM CST
March 9/10 am.
Location
Webex Online
Fees/Admission
Free
Website
Contact Information
Jose Ruiz
Regions Bank
Send Email
Estate Planning and Maximizing Your P...
Description
Estate Planning and Maximizing Your Personal Wealth • Consequences of No Estate Plan o Incapacity o Probate o Disposition of Assets o Minor children • Common Estate Planning Documents o Durable Power of Attorney o Last Will and Testament o Revocable Living Trust • SECURE Act Impact on Retirement Accounts o Income tax o “Control” of inherited retirement accounts
