Journey to Estate Planning: Safeguarding Your Legacy

Estate planning is more than securing the future. It is preserving the milestones of your life's journey, honoring your legacy, and safeguarding the business you have worked tirelessly to create.

Join us as Agnes Gregory, Tax Partner, Carol Felsing, Tax Partner, and Carl Erickson, Senior Tax Manager, equip business owners with the knowledge and strategies necessary to protect assets, ensure business continuity, and secure a lasting legacy. These tax experts specialize in estate planning exclusively for business owners, offering unparalleled expertise to address your unique challenges and opportunities.

Key Takeaways:

• Creditor Protection Strategies

• Leveraging Insurance in Your Business