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Advanced Estate Planning for High Net-Worth Families
Special estate planning strategies are not just available, but often necessary for high net-worth families. Our founder Jim Cunningham, author of the best-selling “Savvy Estate Planning,” will speak in plain English about the so-called secret strategies that expert attorneys use to efficiently transfer wealth to the next generation and minimize gift, death, and income taxes. A must-see webinar for families with $5 million or more in assets. Note: some kinds of gifting should be completed soon, as there is an important deadline for death tax planning on 12/31/22.

Mar 18, 2021 12:00 PM in Pacific Time (US and Canada)

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