Estate planning can become more complicated when your financial life includes a business, significant assets, multiple generations, and evolving family priorities.
Join our Senior Wealth Advisor, Yesenia Realejo CFP®, on Thursday, October 8 at 12:30 p.m. ET for a discussion on key estate planning considerations for business owners and families with complex wealth.
Yesenia will explore how business interests, beneficiary designations, trusts, taxes, succession planning, and legacy goals can intersect, along with common circumstances that may signal it is time to revisit your existing plan.
Watch the recording here: https://bit.ly/47amq9P
Tobias Financial Advisors is registered as an investment advisor with the SEC. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
This webinar is provided for informational and educational purposes only. The information presented is believed to be accurate and up to date, but it should not be regarded as a complete analysis of the subjects discussed. Tobias Financial Advisors does not provide legal advice. Attendees should consult with their attorney before implementing any estate planning strategies discussed. All expressions of opinion reflect the judgment of the speakers as of the date of the event and are subject to change. Individual timelines and experiences may vary based on personal circumstances.