Wealth Transfer in a Changing World

When - Wednesday, April 22nd, 2020 from 12 - 2 pm

Where - Makatewah Country Club

Food and Drink - Lunch will be provided

What you will Learn -

• What is involved in the probate process and ways it can undermine your privacy

• Use of trusts, transfer on death designations, and beneficiary designations

• A simple and private strategy to the transfer your wealth and avoid the probate process. These strategies will apply to real estate, bank accounts, retirement accounts, brokerage accounts, and life insurance

Presented By - Andy Larkin, Rebold, Larkin, and Murray