Legacy Estate Course

We will soon witness the greatest wealth transfer in history! 📜 Your assets and property will transfer safely to your children with proper planning🏡 If not, Uncle Sam will plan for you. This course provides valuable information especially to those from underserved communities that have been left out of wealth preservation conversation 💰📚

In this Legacy Estate Course, you will learn about the necessary documents you need in your estate plan to make clear your intentions about how you want your estate and end of life decisions handled.

Module 1: Top 10 Documents For Your Estate Plan
Module 2: Durable Powers of Attorney and Health Care Directive
Module 3: Wills
Module 4: Beneficiaries
Module 5: Trust Goals

Cassandra Lynch, Esq., EA is an American licensed attorney with Legacy Tax Advisors, LLC. She offers advisory services for Wealth and Business planning including trusts, taxes, business formation, and business credit.

Also, check out our Legacy Trust Guide eBook or Audiobook for your general trust questions:

eBook📗: legacytaxadvisorsllc.gumroad.com/l/LegacyTrustGuideEbook

Audiobook🎧: legacytaxadvisorsllc.gumroad.com/l/LegacyTrustGuideAudiobook


Email: info@legacytaxadvisorsllc.com
Website: legacytaxadvisorsllc.com



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