The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency

Series: INVESTING BASICS 2018

We always hear that estate taxes are avoided by wealthy people with savvy advisors, and we sometimes are told that such taxes fall hardest on less savvy owners of family businesses. Well, legal and tax savvy pays off for anyone gathering assets for any purpose, including long-term goals like estate planning and asset protection.

How not to be penny-wise and pound foolish – this webinar discusses this, and much more.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, West LegalEdcenter