Estate Planning Essentials – Rubach Wealth

A common misconception is that only affluent individuals need to have an estate plan in place. This misconception can result in significant unnecessary costs to the estate and additional burdens for your loved ones. Everyone can benefit from the development of an estate plan.

Elke Rubach LLB LLM CFP CLU FEA, President of Rubach Wealth, and Erin Bury CEO, Willful takes you through the basic components of an estate plan and what you need to do to get one in place. Use the code RubachWealth for a 15% discount on will planning software from willful.co.

Young or old, wealthy or middle class, an estate plan can reduce the taxes and expenses of an estate, simplify and speed the transfer of assets to the next generation and help ensure that beneficiaries are protected.
Share: