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Lighthouse Financial Seminar: Four Estate Planning Challenges
November 9, 2016 @ 10:00 am - 11:30 am
The Truth About Estate PlanningTM Series
Four Estate Planning Challenges
November 9, 2016 10-11:30am
Workshop 3 of 3
In this final workshop we discuss issues that are often overlooked when deciding how to plan – the importance of asset ownership and beneficiary designations, how to provide instructions for your care upon disability, taxation upon death, determining the need for filing tax returns and personalizing instructions for each of your heirs.
RSVP to Ramona by November 2, 2016
at 303-444-1818 or mailto:ramonaw@lighthousefinancialllc.com
Please join us for this informative series!