Lunch & Learn: How to Avoid Estate Planning Mistakes

Lunch & Learn: February 15, 2024

How to Avoid Estate Planning Mistakes

Join us for an informative and insightful webinar on estate planning essentials. Whether you're just starting to consider your estate's future or looking to refine your existing plans, this session is designed to provide valuable guidance and answers to your key questions.

Key Discussion Points: 

• Understanding the Basics of Estate Planning
• Importance of Wills, Trusts, and Probate
• Strategies for Preserving and Distributing Assets
• Q&A Session: Get Your Estate Planning Questions Answered

This webinar will be led by seasoned estate planning attorney who will break down the complexities of estate planning into practical, easy-to-understand steps.

 Secure your spot today and take the first step towards securing your family's future. Don't miss this opportunity to gain valuable insights into estate planning.

  To reserve your spot, please REGISTER HERE.

The views and opinions expressed are those of the presenter, are subject to change with market conditions, and are not meant as investment advice. Speaker(s) is not affiliated with American Portfolios nor Herr Capital Management. Information has been obtained from sources believed to be reliable and are subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of American Portfolios. Opinions expressed are those of the speakers only.