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Legacy Planning | How Can Your Wealth Last For More Than 100 Years?

You Had Done Well in Creating Wealth. Now, What Have You Done for Preserving Wealth & Your Legacy? Ensuring Your Wealth Can Last100 Years.

By Copper Beech Trust

Tue, 25 Aug 2020 19:00 - Tue, 21 Nov 2023 19:00 PDT

Online

Topics include

Estate Planning:

- Will writing

- LPA

- AMD

- Private Trust

Legacy Planning:

- Aside from Monies, what do you want to leave behind?

- Is there a Story You Want to Leave Behind?

- Is Your Struggles Transferrable?

- Valuable Values Valued

- Why Wiser Wise?

- Well Wishes, Well Wishes

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