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January 22, 2021 Estate Planning, Executives, Financial Planning, Video, Webinar

Estate Planning: Beyond the Basics [Watch Now]

While estate planning may be a daunting undertaking, we all know that it’s an integral part of managing and protecting your wealth for you and your family’s future. During this in-depth webinar, we were joined by Jennifer Schiffer, Shareholder of Bean, Kinney & Korman, to go beyond the basics of estate planning.

During this roundtable discussion, we explored:

1. Gifting/titling

2. Powers of attorney

3. Trusts

4. What you can do today to protect your family tomorrow

5. And more

 

Speakers

Jennifer Schiffer

Shareholder

Bean, Kinney & Korman

Estate Planning

Argent Bridge

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