Wondering if you need to create or update your estate plan?
Learn how an effective estate plan can provide clarity, efficiency, and preserve relationships for your family.
Join Frank Campbell, J.D., LL.M. and Jim Kantowski, CFP®, CPA and Founder of Bay Point Wealth, for guidance on creating an estate plan that's right for you.
- What an estate plan can accomplish
- Who needs an estate plan
- Why you need an estate plan
- What are the basic components of an estate plan
Who should watch:
Anyone who does not currently have an estate plan or who may need to update their estate plan.