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.