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Secure Your Financial Legacy: Estate Planning with Maner Costerisan

October 31, 2023 @ 10:30 am - 11:30 am

Life is constantly changing, and your financial strategy should change along with it.

If your last estate planning discussion revolved around selecting guardians for your young children (now in their 20s), it’s time to switch gears and focus on securing your financial legacy.

Join the tax and financial planning experts at Maner Costerisan as we guide you through the steps to safeguard your family’s future in a virtual webinar, Tuesday, October 31 from 10:30-11:30 a.m.

Maner Costerisan’s tax experts, Jen Danko, CPA, Principal, and Kevin Todd, CPA, Manager, will touch on a number of essential estate planning topics, including:

The Need for a Crisis Plan & Document Review: Discover the importance of having a crisis plan in place and the critical need to regularly review your estate documents.

Shifting Your Focus to Wealth Transfer: Transition from child-centric planning to wealth transfer strategies that safeguard your financial legacy.

Determining Your Estate’s Financial Snapshot: Learn how a balance sheet can reveal what would happen to your estate if the unforeseen occurs, providing peace of mind.

Understanding Your Net Worth: Gain insights into calculating your net worth, a pivotal factor in effective estate planning.

Impact of Legislative Changes from Secure 2.0: Stay ahead of the curve by understanding the implications of upcoming legislative changes under Secure 2.0.

Learn how to protect your legacy and financial well-being. 

Reserve your seat today!