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Estate Conservation

In this seminar CERTIFIED FINANCIAL PLANNERTM Fran McKay presents the fundamentals of estate conservation, distribution techniques, and trust strategies. The seminar will cover important information to help one manage their estate during their lifetime and in their estate plan in order to minimize estate and inheritance tax. Learn how the SECURE Act impacts beneficiaries of retirement accounts in a recent blog post here: https://catalystwealthplanning.com/blog/the-secure-a. View on our YouTube channel My Friend Fran.

When I can be of service to you and your family, send an email to fran@catalystwealthplanning.com or use my online calendar to schedule an introductory phone call.