You worked hard to build your wealth. Now it is time to think strategically about how it transfers — and how taxes may affect your family and legacy.

Join Fiduciary Financial Planner & Estate Planning Attorney Sean Hendricks of Hendricks Wealth & Estate Management as he discusses strategies on how to benefit your loved ones, beneficiaries and charity or causes that are important to you.

Sean will discuss tax-smart estate planning ideas, including estate taxes, beneficiary taxes, gifting strategies, trusts, exemptions, and step-up in basis. The goal is to help you better understand how thoughtful planning may help preserve more of what you have built.