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Family Succession Planning — Feb. 21

from Federated Insurance

45 minutes | Advance registration required

When most people hear "estate planning," they think of planning to avoid estate taxes. However, for more than 99 percent of people, the federal estate tax is no longer a concern (although state level estate taxes may still be an issue for some). There is a lot more to estate planning than taxes. That's why family succession planning better describes this process. It includes decisions about who will receive which assets, when they will receive those assets, and who will have authority to make financial, medical, and end of life decisions for you if you can't.

Who should attend:
  • Risk Managers
  • Operations Managers
  • HR Professionals
  • Owners/Operators
Key discussion points:
  • Which taxes may impact you and your family at your death
  • What could happen if you don’t do any planning
  • Impact property ownership and beneficiary designations have on your plan
  • Importance of planning for incapacity and end of life decisions

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7701 Las Colinas Blvd., Ste. 800, Irving, TX 75063