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

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



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