Creating Your Estate Planning Blueprint

Mon, 01 Dec 2025 00:00:00 -0600

Your estate plan is your financial blueprint and just like a house, it needs a strong foundation. Discover simple steps to protect loved ones when you no longer can, how Roth conversions and other strategies can lower taxes, new IRS rules for IRA beneficiaries, ways to safeguard inheritances from creditors, divorce & bankruptcy. You'll leave with practical tools to build a secure estate plan for you and your family.

Instructor Terrie Amundson