Family Succession Planning
Tuesday, February 18, 2020 (1 PM CT)
45 minutes | Complimentary | Advance registration required
When most people hear “estate planning,” they think of planning to avoid estate taxes. However, for all but the very wealthiest individuals, the federal estate tax is no longer a concern (although state level estate taxes may still be an issue for some). There is a lot more to “estate planning” than taxes. That’s why “family succession planning” better describes this process, which includes decisions about who will receive which assets, when they will receive them, and who will have authority to make financial, medical and end of life decisions for you if you can’t.
WHO SHOULD ATTEND
Anyone with assets and people they care about
WHAT YOU WILL LEARN
Which taxes may impact you and your family at your death
What will happen if you don’t do any planning
Impact of property ownership and beneficiary designations on your plan
Importance of planning for incapacity and end of life decisions
After registering, you will receive a confirmation e-mail and calendar appointment. You may access this and other webinars on federatedinsurance.com.
Federated Mutual Insurance Company • Federated Service Insurance Company* Federated Life Insurance Company • Federated Reserve Insurance Company* • Granite Re, Inc.*†
*Not licensed in all states.
†Granite Re, Inc. conducts business in California as Granite Surety Insurance Company. federatedinsurance.com | © 2020 Federated Mutual Insurance Company