Description
Please join us and Special Guest Speaker E. J. Hong, an Attorney and Certified Specialist in Estate Planning, Trust, and Probate Law, as she explains the impact new laws could have on estate strategies and taxes and the advanced strategies to address potential changes.
Topics to be discussed include:
- How the Estate Tax Works
- How Probate Works
- Community Property Tax Planning
- Update on Estate Tax Laws
- Advanced Estate Strategies
Join us online: Thursday, March 20, at Noon Pacific
Submit Your Questions Ahead!
Submit your questions beforehand so we can customize the webinar to address your needs! Simply contact Arielle or discuss this with your Wealth Manager.
Share Our Event with a Friend!
We look forward to having you join us along with any friends, family, and colleagues you wish to invite! Download our event flyer and encourage them to register at financialjourney.com/estate-strategies.
If you need assistance registering, contact Arielle at arielle@financialjourney.com or 408-963-2889.
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The views expressed by The Law Offices of E.J. Hong do not necessarily reflect the views of Mutual Advisors, LLC or any of its affiliates. The Law Offices of E.J. Hong is not affiliated with Mutual Advisors or any of its affiliates.
Date and Time
Thu, Mar 20, 2025
12:00p - 1:00p PST
Location
FJP Webinar
Note
Visit us online for this webinar. Contact arielle@financialjourney.com should you have any trouble connecting and invite a friend to register! All are welcome.