Estate Planning Class
Tara Fierke
Wednesday, March 08, 2017

Estate Strategy Essentials

Jordan A. Fahlsing, FIC & Kevin J. King, FIC

Date: April 4th, 6-7pm in the School Library

An estate strategy is important, and we want to help you learn how to develop one. An estate strategy will help pass the right assets to the right people, trusts and charities. And it will help pass the right amounts at the right time—with no or minimal estate transfer costs.