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3 Mark Financial, Inc.
April 25, 2024

It Started With a Whisper

Everybody talks about the importance of estate planning, for everybody... Now, National Life Advanced Markets is offering an 8-part webinar series to help you answer!

Many people think that estate planning is for the wealthy only, telling themselves they do not need to engage in estate planning. Instead, estate planning is for anyone who has wondered: 

  • What happens to my money when I die? 

  • Will my loved ones receive any of my assets? 

  • If I pass away while my children are minors, what will happen to them?

We all want to pass on the right assets to the right people at the right time in the right way.

To register for part or all of the webinar events in advance, click on each topic below for individual meeting details and to reserve your virtual seat.

Estate Planning Basics
Overview of Federal Gift and Estate Taxes
Estate Planning with Irrevocable Trusts
Uses of Life Insurance in Estate Planning
Planning for Foreign Nationals
Estate Planning with Business Owners
Estate Planning for Retirement Benefits
Planning for Individuals with Special Needs

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