What we cover in this webinar
Expert estate planning services are no longer reserved for the ultra-wealthy. In this webinar, you'll learn why everyone's estate, no matter the size, deserves to benefit from expert planning strategies and the continuity of professionals.
Through case study examples, we'll present insights into:
How to use estate planning strategies to save your estate thousands of dollars upon settlement
How to relieve the liability and emotional burden from your loved ones' shoulders
How you can receive expert, tailored solutions for complex estate dynamics
Why your estate deserves the unmatched support, transparency and continuity that only professionals can provide
... and how it’s more affordable than you think!
Meet your presenters
Carey Abma
Manager of Professional Executor Solutions
ClearEstate
Robert Coruzzi
Associate Vice President, Wealth Distribution
Meridian
Register for this free webinar
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