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2022 Transitioning Your Legacy Webinar — REPLAY

Our 2022 Transitioning Your Legacy Webinar
is available for replay!

If you missed the presentation or want to revisit it, click on the video below to watch it now.

You've worked hard for what you have. Let's make sure your legacy is built to last.

Chief Wealth Manager, Robert Bullock, and Wealth Manager, Igor Nikachin, shared how to plan for a successful transition of your assets.

Discussion points included:

  • Do you really need a Trust? Breaking down estate planning needs.
  • What happens once you pass? Inheriting the estate – overview and best practices.
  • Will your legacy last? Cultivating beneficiaries’ financial habits.