Estate Planning Lunch and Learn Recap

We had a great time at our Estate Planning Lunch and Learn! Thank you to Dustin Horne who came and helped answer some wonderful questions from our clients regarding:

• When you should update your trust and the reasons for updating it
• SECURE Act changes and why your trust may be impacted
• Successor trustees, rules, how they work, and how to educate your family
• Digital estate planning: how to protect your online presence and how your family can access your digital assets if you pass away

Please click HERE to download a special handout from Ed Slott that helps explain changes in the SECURE Act and how its changes may impact you and your trust.

As always, please feel free to schedule a call with our team if you have any questions!

Investment advice is offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.