Pivot to Plan Conversational Series
Join us for 30 minute “coffee break” conversations on our series “Pivot to Plan” as we chat about specific trusts and estates topics, such as how to complete your estate plans during quarantine, what to do to protect your minor children, and how to save your family from estate taxes.
Divorce Planning: Life Insurance Strategies to Consider
Navigating divorce settlements can be financially complex as there may be hidden traps such as forgetting about other legal-related consequences, the division of property, updating estate planning documents, and most importantly – reviewing life insurance.
Join us on April 14th at 1:00PM EST for this complimentary and informational session.