Estate Planning
Presented by TopLine Investment Services
Without proper planning, you may not be able to protect your assets from the effects of estate taxes and probate. Join Christopher Burns, attorney with Henson Efron and TopLine Investment Services for a free educational workshop, Estate Conservation.
In just over an hour, you’ll learn about:
- Calculating the value of your estate
- Intestacy and how it affects estate distribution
- Probate and how to avoid it
- Estimating your estate tax liability
- Strategies for cutting estate taxes
- Estate distribution techniques including wills and trusts
- Health care directives
Location:
TopLine's Maple Grove Learning Center
9353 Jefferson Highway, Maple Grove, MN 55369
The seminar is free and is open to the general public, but reservations are required. To reserve your spot, please call us at 763-391-9494 or click here to register online.
Please feel free to extend our invitation to others you know who may have interest. Family members and friends are all welcome to attend.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Topline Federal Credit Union and Topline Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The investment products sold through LPL Financial are not insured Topline Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Topline Federal Credit Union and are not endorsed, recommended or guaranteed by Topline Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, HI, IA, IL, KS, MI, MN, MT, NC, ND, NE, NH, NM, NY, OR, PA, SC, SD, TX, WA, WI.
