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Prepare, Protect, Preserve: A Guide to Estate Planning

Thu, Nov 07

|

Rochester

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.

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Prepare, Protect, Preserve:  A Guide to Estate Planning
Prepare, Protect, Preserve:  A Guide to Estate Planning

Time & Location

Nov 07, 2024, 12:00 PM – 1:00 PM

Rochester, 100 Corporate Woods #300, Rochester, NY 14623, USA

Guests

About the event

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…


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