Estate Planning Strategies


  • Feb 16, 2021 11:00 AM – 12:00 PM

Presenter : Steve Utsler, Principal - Des Moines, IA 

As a result of the COVID-19 crisis, business owners have newfound focus on personal estate planning…not only for their family’s well-being, but also for its important impact on business continuity. For example, utilizing estate planning tools to bypass the judicial probate process can create significant cost savings, thus preventing liquidation of the business at such a vulnerable time. This webinar will cover lifetime estate planning techniques including annual and lifetime gifting strategies to avoid or minimize Federal Estate Taxes. We will also discuss planning tools like living wills and medical and financial powers of attorney. Finally, we will review the considerations for utilizing post-life planning tools such as standard wills, revocable trusts, and irrevocable trusts. Ultimately, the goal of this webinar is to provide attendees with the steps and tools necessary to pass your business and personal assets to the right people, at the right time, while eliminating unnecessary taxes and expenses.