The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency
Series: INVESTING BASICS 2016
The accompanying slides are available to view for free by clicking the “On Demand” button below.
Are your assets titled in a way that makes them “tax efficient?” Do you have an estate plan, and if so is it the right one for you? Are your assets protected from the reach of creditors as well as they can be and is that something you should be concerned about in the first place? This webinar discusses these issues in the context of your broader financial planning.
Principal Audience: Investors
Partner: Financial Poise, ChamberWise, West LegalEdcenter