Description
One area we consistently see people procrastinate is in preparing their estate for a smooth transfer after death. No one expects to pass away unexpectedly, and the challenges left behind can create unnecessary stress and hardship for loved ones during an already difficult time. Planning ahead can make a significant and meaningful difference for you and your family. During this webinar, Michael Smith of Rehberg Law Group will discuss:
- An overview of estate planning fundamentals
- Important documents to have
- Asset protection considerations
- Common mistakes to avoid
- Ways to ensure your wishes are carried out
Advisory services and insurance products and services are offered through Sunrise Financial Services, LLC an SEC Investment Adviser. Securities offered through Madison Avenue Securities, LLC, Member FINRA/SIPC. Sunrise Financial Services, LLC and Madison Avenue Securities, LLC are separate entities, independently operated. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Sunrise Financial Services, LLC and Rehberg Law/Michael Smith are not affiliated.