Estate planning is complex, but broadly defined as the process of accumulation, management, conservation, and transfer of wealth considering legal, tax, and personal objectives. When executed properly, estate planning will transfer assets effectively (who you want) and efficiently (minimal transfer costs). 

Join Tack Advisors & Livens & Reed, PLLC. for drinks, bites, and an educational session about estate planning. We're glad to partner with Chad Reed, Managing Partner of Livens & Reed, PLLC., to discuss basic estate planning concepts - wills vs. trusts, powers of attorney, advance healthcare directives, beneficiary designations, and estate planning strategies. 

Space is limited for this event and RSVPs are required, so please register as soon as possible.