Proper planning can help avoid family discord and prevent assets from getting into the wrong hands. Join us for a webinar with estate planning attorney David Bromley on September 9th at 2 PM PST.

During this webinar, we’ll be reviewing some of the most important estate planning steps, and more nuanced estate planning topics, such as:

• Ways people are preparing now for a potentially lower estate tax exemption in the future

• The difference between a master agreement and a pour-over will, and why one can be better than the other

• Errors to avoid when refinancing a property held within a trust

We encourage participants to submit their questions in advance. Conference call details will be sent to those whom confirm their registration.

Disclaimer: Content discussed here is for informational purposes only and should not be construed as investment advice or a solicitation to invest. Please review any offering material and assess your risk tolerance before investing. The firm in spotlight and their strategies are for investors that meet certain criteria and may not be suitable for all. Past performance is not indicative of future results.