events
The Missing Piece: Smart Estate Planning for Business Owners
When:
Hosted By:
Exit Planning Institute: Greater Philadelphia Chapter
People:
Location:
Webinar
9:45 am - 11:30 am ET
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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 For those who do, most wills remain badly outdated.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
