In depth financial wellness

Estate & taxation: The essentials

Death and taxes.  We can’t avoid them, but you can learn ways to reduce and manage at least one.

Wednesday, August 23, 2023, 3:00pm ET.

While thinking about your estate planning, an important aspect to consider is taxation.

Estate and taxes: The essentials will focus on:

  • providing for your loved ones
  • the importance of beneficiary designations
  • passing on your estate in a tax efficient manner