Estate Planning Q&A with West and Guest Speakersfrom Dan R. Morris
Monthly Q&A with West
Guest Speaker: Suzle Eyrich, CFP®, Sr. Wealth Planner and Francis Schoen, CFP®, Private Wealth Advisor
They will be speaking on: Estate Distribution Plan: A visual representation of your estate plan and projecting how much will flow to your heirs and potential tax liabilities.
West has also set aside time to answer any questions about estate planning, such as:
• Is it important for your financial plan to integrate with your estate plan?
• How can your wealth advisors and your estate planning attorney work together?
• How often should your entire plan be reviewed?
• What tax implications are currently on the horizon?
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