Leaving an Inheritance for Beneficiaries: Five Critical Questions To Consider

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Event Details

To register for the webinar, please Click Here.

Leaving an inheritance sounds like a simple enough thing to do but it’s not always as easy as it may seem, especially since it involves mixing money and family.

Join our our latest webinar on Wednesday, August 16th at 12:00 p.m. to learn about these five critical questions to consider before leaving an inheritance, including the best ways to pass along wealth to family.

  • What’s your personal financial situation?
  • What are your beneficiaries’ individual circumstances?
  • What are the risks of leaving an inheritance?
  • What are the best solutions to pass on your wealth?
  • How do taxes play a role in inheritance?

Don’t miss out – Click Here to register today.


Online Webinar


Wednesday - August 16th, 2017


12:00 p.m.


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