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Estate Planning Webinar

Estate Planning Webinar

  • Watch this webinar and learn about:

  • Maintaining family wealth over multiple generations

  • Intestacy and how it affects estate distribution

  • Tax strategies to reduce your tax liability

  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events

  • How to know the monetary value of your estate

  • The benefits of having a trust and/or life insurance policy if you’re from a blended family

  • Step up in basis rules on inherited assets versus carryover basis rules on gifts

  • How to avoid probate

  • The main differences between a revocable or irrevocable trust

  • How to finalize your will and estate

  • How to ensure your last wishes are fulfilled

  • Submit your info to watch now👉

Know Your Estate Assets Are Protected and Prevent Unintended Consequences

This is why you should watch this webinar:

Please join us for an information-packed webinar hosted by Zach Morris, managing partner, co-founder of Paces Ferry Wealth Advisors, and Certified Financial Planner. Zach will educate attendees on the various strategies used to maximize your benefit, understanding the moving parts,  and several other frequently asked questions. He is regularly quoted in national publications on the topic of financial planning and social security. We hope you will enjoy the webinar.