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EDUCATION
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

 

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The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place.

Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.

Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.

Check the background of our Investment Professionals on FINRA's BrokerCheck here.