When, and how, to distribute your assets to your heirs is a very important consideration. The process requires an understanding of options and possible trade-offs to avoid any potential future challenges or unintended circumstances. Attend this webinar and you will learn:

- How planning may differ when your preferred heirs are: family members, spouses or partners, friends or charities.
- How do you protect your heirs from their creditors, predators, and themselves (if too young, financially unsophisticated, disabled).
- How to coordinate the distribution methods from various assets – insurance, retirement, joint assets, probate assets – so there are no surprises.