Prepare, Protect, Preserve: A Guide to Estate Planning

Join us for an informative class led by Brennan Redmond, CFA, CFP®, focused on the essential topic of estate planning. Understanding how to care for your loved ones after you’re gone is a significant consideration, and having a well-thought-out estate plan can play a crucial role in that process.

In this session, Brennan will discuss modern estate planning strategies and the various options available for managing and distributing your assets. We will cover key components of an estate plan, including wills, trusts, and other financial and legal tools designed to support your goals.

Brennan will also highlight the importance of these strategies and how they can be customized to fit your individual needs. You will learn about considerations such as tax implications, asset transfer processes, and how to address potential challenges that may arise.

As estate planning continues to evolve, it’s essential to stay informed about best practices and current trends. This class will provide insights into recent developments in estate planning, helping you ensure that your plan aligns with your current wishes and financial situation.

Join us to gain knowledge about creating an estate plan that reflects your values and objectives. Whether you are new to estate planning or looking to enhance your existing plan, this class will offer valuable information to help you make informed decisions for the future.

Disclaimer:

Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.  To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.  The information in these materials may change at any time and without notice.