Estate Planning is about empowering people to make their own choices about their future and the future of their loved ones. The following are the most common reasons people decide to create an estate plan.
- Avoiding Probate
- Minimization of Taxes
- Avoiding Chaos for Your Loved Ones
- Protecting your Beneficiaries
- Protecting your Assets
Join Lindsey McKay, CFP®, CSSCS at McKay Wealth Management, and Jerrica Pierson Seeger, Attorney at Law, with Des Moines Elder Law, PLLC for a discussion on the specific issues regarding estate planning that should be addressed. Financial, family, employment, and economic status, as well as specific goals for asset protection, incapacity planning, tax planning, or special needs, are all factors which are considered when crafting an estate plan.
For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice. Jessica Seeger is not affiliated or registered with Cetera Advisor Networks LLC.
Date and Time
Tue, Jun 20, 2023
2:00p - 3:00p PST