Newsworthy Topics, Trust & Estate Planning

WEBINAR: Securing Your Legacy: The Importance of Establishing and Updating an Estate Plan

Brian Taylor, CTFA

Bryn Mawr Trust

June 14, 2024

< 1 min read

Three generations (grandparents, parents, and grandchildren) of a family are gathered around a piece of paper. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.

Watch our replay on why having an estate plan is vitally important. Watch to ensure your assets are distributed according to your wishes by providing your loved ones with invaluable peace of mind. In this webinar, we outline the benefits of establishing and regularly updating a plan to secure your legacy.

Key Topics:

The essentials of estate planning
Circumstances that call for a plan update
Estate planning for business owners
Tax implications: maximizing benefits and minimizing liabilities

Presenters:

Brian J. Taylor CTFA, Wealth Director, Bryn Mawr Trust
David Stork, Wealth Director, Bryn Mawr Trust

Brian Taylor, CTFA

Bryn Mawr Trust

Brian Taylor leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.

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