Planning an Estate In Order: Learn about estate planning in an IEEE Foundation moderated webinar.
Estate Planning has many components, and knowing which ones apply to you, and the right order to address them, is critical. All too often, maximizing retirement cash flow and reducing effective tax rates are overlooked in favor of reducing inheritance taxes. Learn how proper structuring of assets and cash flows can first lead to greater retirement cash flow and lower effective tax rates for you in your lifetime, and then minimize estate shrinkage for the next generation.
Date: 19 October 2023
Time: 1 PM EST
Speakers: Robert Kievit, Kester Hector
Moderated by Karen Galuchie