Description
You are Invited
Estate Planning 101 Webinar
Featuring Brian Seigel, JD*, AEP
Director of Advanced Planning
Brokerage Unlimited Incorporated
You have worked hard to build wealth--now it's time to make sure you have a rock solid estate and legacy plan. An estate and legacy plan will ensure your assets are protected, you and your loved ones are taken care of, taxes are minimized, and you don't lose wealth to probate court!
Understand how to use simple legal strategies to help make your wishes known, keep peace in the family and ensure that life is as easy as possible for your loved ones, no matter what happens. Discover how estate planning should fit into your future.
What to Expect:
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The advantages and disadvantages of both wills and trusts.
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How SECURE Act 2.0 has impacted Inherited IRAs and the best strategy to minimize taxes for your heirs.
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Protecting your health, finances, and other personal matters through a Power of Attorney (POA).
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Avoiding probate, an expensive and time consuming legal process.
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Preserving your estate for your children & grandchildren.
Date and Time
Thu, Mar 27, 2025
12:00p - 1:00p CST
Location
Instructions on joining the webinar will be provided in the registration confirmation email.
Note
As BUI's Director of Advanced Planning, Brian helps advisors add significant value to thir client relationships. Brian determines clients' planning objectives, designs a plan to achieve those objectives and coordinates the implementation of recommended strategies with the clients' professional advisors. Brian also provides guidance and education for advisors and their clients in the areas of estate, tax and business planning. Though not practicing law at BUI, Brian is an attorney and has been licensed to practice law in Missouri since 1996 and in Illinois since 1997. Through his prior experience as the owner of his own estate and business planning law practice, Brian provides guidance in the areas of estate planning, business succession planning, tax planning, retirement planning and deferred compensation arrangements. Brian was honored as one of Missouri's top estate and business planning attorneys in Missouri Lawyers Weekly's "2009 Missouri's Best". *Not in the practice of law for BUI. Brian Seigel is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.