Wealth, Legacy and the Next Generation Webinar
Getting Started on Your Own Estate Plan
Lathrop GPM's Trusts, Estates & Legacy Planning team often enjoys serving the estate planning needs of several generations within the same family. If you have adult children or grandchildren who may not yet have done their estate planning, we encourage you to share the below invitation with them. The basics covered in this webinar will be most appropriate for those who do not yet have well-established estate plans in place.
Planning for Incapacity: Power of Attorney and Health Care Directives
Wills vs. Revocable Trusts: Pros & Cons
Annual Gifting: 529 Accounts and Irrevocable Trusts
Questions? Contact email@example.com.