You Don’t Know What You Don’t Know” Estate and Endowment Planning with Lee Katz

Join Lee Katz, elder care adviser (non-attorney), trustee, executor and work out guy to learn how to avoid the mistakes people make that can cost your heirs significantly.

Lee’s seminar’s should be used as a tune-up to your financial planning to enable you to more easily transfer the value of your estate to your heirs. The goal is to ease the transitions and maximize the value of your dollar bequests to loved ones, next generation heirs, and institutions.

Lee will help you create a detailed check list/road map for a successful transition of your assets, so you’ll be prepared. Preparing this check list in advance facilitates the transfer of assets and allows a detailed review of all your wishes to eliminate errors.

Learn how to clarify your legacy and bequest desires, so that they aren’t diluted by inconsistent documentation. This information can then be discussed with your legal and financial advisors.

The key to a successful asset transition is managing and fine tuning your wishes before you’re unable to make any more changes.

To fill out the form and start making these important changes, click here.