You are invited to a complimentary webcast: “Estate Planning Basics”.
During this presentation, you will 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
Presenter: Michael V. Daniels, ChFC®, Senior Financial Advisor, Financial Focus Group
How To Participate: Log-on to the online webcast and/or dial-in to the conference call. Presentation slides will be shown online. Live questions are welcome.
Friends, family and colleagues are welcome to participate, nationwide.