Introduction to estate planning
June 18, 2024
With so much focus and effort that goes into building personal wealth and setting yourself up for success later in life, it's just as important to be prepared for what comes after.
On June 18, 2024, Director of Digital Advice, Dan Tersigni, along with Lead Advisors Jennah Cornelissen and Damir Alnsour went into a broad range of topics around estate planning. Starting with what an estate is, they then discuss common misconceptions, taxes after death, and the nuances of building an estate plan. They also address viewer questions.
