Estate Planning and Business Succession Workshop

Estate & Business Succession Workshop

Your estate plan and succession plan should work together. This two-hour live workshop is designed for business owners, real estate investors, families, and successors who want to understand what happens to decisions, ownership, and wealth when life changes.

What You'll Learn

• Decisions during incapacity: health care directives, decision-makers, durable powers of attorney, and continuity planning.

• Wills, trusts, beneficiaries, and ownership: coordinating documents, titles, beneficiary designations, guardianship, and trust funding.

• Asset protection and liquidity: business and personal exposure, entity structures, insurance, and transition needs.