Broker Check

Labor Day Weekend BBQ Edition of Q&A with C&T Session #3

September 05, 2020

We are grilling tri-tip and answering these general Estate Planning questions:

  • How does effective estate management help you during your lifetime as well as after your death?
  • What is a quick formula to estimate your estate taxes?
  • What are the critical healthcare and financial documents you need as part of your estate plan?
  • How does gifting factor into your estate planning strategy?

Want to know more?

Thank you!