Please join Bridgeworth for a Leaving a Legacy webinar to draw on their wealth of knowledge and learn strategies for estate planning, tax planning, and charitable giving.
In this session, they will discuss potential impacts on the estate tax and capital gains rates based on recently passed and currently proposed legislation policies. You will also review best practices around general estate planning and documentation. This conversation will be led by Bridgeworth’s Director of Planning, Jonathan Millican, CFP®.
Contact:
Erin Letts, Senior Marketing Coordinator, [email protected]
