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Esther Acosta

Estate Planning 101

September 10 @ 1:00 pm - 2:00 pm

What steps have you taken to protect your family’s welfare? Is your “Estate Planning” right for you? Are your assets safe from predators?

Join Estate and Elder Law Attorney Esther Acosta as she explores the answers to these and other questions as this complimentary webinar. You’ll learn:

  • How to control who gets what, when and how
  • How to avoid probate
  • How to calculate the value of your estate
  • Intestacy and how it affects estate distribution
  • The difference between a revocable or irrevocable trust
  • The importance of having a trust and life insurance policy if you’re from a blended family
  • Strategies that could help reduce taxes
  • How to finalize your last wishes
  • Step up in basis rules on inherited assets versus carryover basis rules on gifts
  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_3ukADkQ8QZ-_yl6cDJF_Uw

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Details

Date:
September 10
Time:
1:00 pm - 2:00 pm
Event Category:
Website:
https://us02web.zoom.us/webinar/register/WN_3ukADkQ8QZ-_yl6cDJF_Uw
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