The Ultimate Guide to Estate Planning for Black People [Video]

As a community we often talk about building “black generational wealth” but very few within the Black Community have an estate plan, which is one of the most important aspects of transferring generational wealth. Alternatively, usually those with estate plans have “outdated” plans. Estate planning not only consists of the core planning documents (Will, Trust, POAs, Living Will) but also strategies for reducing estate tax & income tax for heirs on inherited retirement accounts and other assets, asset protection planning (long-term care, judgments/lawsuits, divorce), the logistics of organizing and managing the estate planning documentation and establishing wealth management protocols for future generations. Learn how to protect your generational wealth with this ultimate guide to estate planning for black families. Join my Estate Planning Masterclass

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