Online Seminar: How to Ensure Your Wishes Using Wills, Trust, and Tax Planning, 1/16/2021 2:00pm

Estate Planning isn’t just for the rich. It’s about taking care of you and your family in the event of illness, disability, or death. Who can make medical decisions? Who can make financial decisions? Attorney Jack Fan will explain the probate process and how assets are transferred between family members using legal documents like wills, trusts, and power of attorney. CPA Johnny Lee will discuss tax considerations when you make gifts or distribute assets. Learn how the estate and capital gains tax will affect your family.

One thought on “Online Seminar: How to Ensure Your Wishes Using Wills, Trust, and Tax Planning, 1/16/2021 2:00pm

Leave a Reply