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Getting Your Estate Plan in Order Webinar Replay

Cypress Wealth Services

November 2023

Building a thoughtful estate plan can help ensure you maximize what you pass to your heirs in the way you want them to receive it. While many people might have a trust, will, and health directives, many fail to regularly review these plans.  New legislation and changing family dynamics are just a couple of reasons to stay on top of your estate plan.

This webinar addresses the following:

  • The sunsetting of the estate tax exemption, and its potential impact on you
  • Recent estate planning updates
  • Common mistakes when planning for beneficiaries