Estate Planning 101

Join our esteemed panel of estate planning and tax professionals as we cover the basics and debunks some confusions around lwills, trusts, probate and gifting money. Learn when, how and why It’s Important to prepare your family in these areas, from elder parents to young children.

Independent Financial Group (IFG) does not give tax advice. IFG Registered Representatives (RR) do not give tax advice while acting as an RR. These matters should be discussed with your tax professional.No investment strategy can guarantee a profit or protect against loss. This information is not intended to be a substitute for any legal advice. Please seek out your own attorney for legal guidance.Independent Financial Group (IFG) does not give tax advice. IFG Registered Representatives (RR) do not give tax advice while acting as an RR. These matters should be discussed with your tax professional.No investment strategy can guarantee a profit or protect against loss. (use this one for the estate invite as well as at bottom of ad)This information is not intended to be a substitute for any legal advice. Please seek out your own attorney for legal guidance.

Host or Publisher Amy Frank Goldman