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Mon, Aug 19

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Mirabeau Inn & Spa Skaneateles

From Assets to Heirs

What is the best way to ensure your family is taken care of after you pass? Having an Estate Plan is the best place to start. In this class, we will examine modern estate planning strategies and discuss their implications for asset distribution.

From Assets to Heirs
From Assets to Heirs

Time & Location

Aug 19, 2024, 12:00 PM – 2:00 PM

Mirabeau Inn & Spa Skaneateles, 851 W Genesee Street Rd, Skaneateles, NY 13152, USA

Guests

About the event

What is the best way to ensure your family is taken care of after you pass? Having an Estate Plan is the best place to start. In this class, we will examine modern estate planning strategies and discuss their implications for asset distribution. Gain insights into wills, trusts, and financial and legal tools to protect your legacy.  Join us to stay ahead of the ever-changing landscape and make informed decisions about your estate.

Tickets

  • From Assets to Your Heirs

    This ticket includes a complimentary lunch at the Mirabeau Inn and Spa provided by Brennen Redmond, CFP, CPA® of Sage Rutty & Company, Inc.

    $0.00

Total

$0.00

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