The Missing Piece: Smart Estate Planning for Business Owners

August 27, 2020
Exit Planning Institute: Greater Philadelphia Chapter

9:45 am - 11:30 am ET

More than half of Americans over the age of 18 have no Will. For those who do, most wills remain badly outdated. Dying without a will can leave a legacy of chaos and anger for those who matter most.

Dr. Thomas William Deans seeks to change the perception of what a Will is and what it can be.Tom will guide us through 7 questions that successful families ask as they think about future generations, charitable objectives, and legacy.

Learning Objectives:

Dr. Deans shows first-hand how to begin unique and powerful conversations around estate planning and wealth transfer using his innovative 7 Questions revealed in his best-selling book Willing Wisdom.  Covered Themes:

  • Estate Planning
  • Guiding Giving Decisions
  • Family Communication
  • Preparing Heirs