In this Rivkin Wealth Advisors webinar, our expert Financial Advisor, Alex Galvin, will guide you through the critical steps to safeguard your legacy.
In this informative session, you’ll learn why estate planning is crucial for protecting your wealth and ensuring your wishes are respected. We’ll discuss the risks of not having a will, including how it can lead to unintended consequences for your assets. Gain a deeper understanding of your financial arrangements, explore different asset types and ownership structures, and see how partnering with advisors and estate planning specialists can give you peace of mind. Through real-world case studies, we’ll showcase practical, tax-efficient strategies that can help you preserve wealth and minimize tax burdens for your loved ones. Don’t miss this opportunity to plan with confidence and secure your family’s future.
This session will cover the following topics:
1. Why Estate Planning is Important
2. Risks of Not Having a Will
3. Partnering with Advisors and Estate Planning Specialists
4. Asset Types and Ownership Structures
5. Real-world applications through Case Studies
6. Tax-Efficient Strategies
7. Q&A
Important Notice:
Rivkin does not ever provide personal financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.
Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.
