WEBINAR: Planning Your Legacy

Do you have a plan for preserving your financial legacy? Are you protecting your beneficiaries? Having a carefully crafted plan in place ensures your intentions will be honored and prevents unnecessary turmoil for your loved ones.

Join Director of Estate Planning Strategies Jessica Marchegiano and Estate Planning Strategist Kristen House as they discuss:

  • Foundational Estate Planning
  • Types of Estate Plans
  • How Your Estate Works with a Fully Funded Trust
  • Family Trust & Legacy Planning
  • Choosing The Right Successor Trustee(s)

Click here to register and watch this on-demand webinar.

For resources related to this webinar, see below:


Contact Michelle Tigani

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