- This event has passed.
Estate Planning & Settlement Seminar
March 15 @ 1:00 pm - 3:00 pm
Join Bastion Wealth Advisors Group and ClearEstate’s Mark Neale, Head of Industry, Wealth & Finance as he walks you through ClearEstate’s answers to common frustrations surrounding estate planning and settlement including:
• The two certainties to expect in the aftermath of a death
• What is probate, when is it needed, and how to calculate probate costs
• How to navigate the administrative burden of dealing with government agencies and financial institutions
• How to gather and valuate assets
• How to deal with beneficiaries
• The importance of having a well-planned estate
• Insights on executor selection
