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Estate Planning Essentials

Presentation date: 4/15/2021

 

We hosted estate planning expert TaraLynn Casperson, an Attorney with Brighton Jones, who stepped us though the essentials of Estate Planning.

 

Money is an emotional topic and the subject of estate planning even more so. It can stop us in our tracks. But have no fear! The right advisors can step you through the process, assuage any hesitancy, and put you on the path to ensuring you achieve your intergenerational wealth transfer goals while securing your legacy.

 

Click below to see her presentation:

 

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