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The Inheritance Plan: Do You Actually Need a Trust?
With David Schaeffer and estate attorney Sean Greengard
Have a question about your own situation?
If anything in the workshop hit home, the next step is a no cost conversation with our team. We’ll help you sort out what actually fits your family. No obligation.
Talk With Our TeamThe Beneficiary Box™ program turns today’s workshop into your finished plan: four private sessions with David Schaeffer, and every account, document, and instruction organized in one place your family can find. It begins with the Prepare stage.
Start the Prepare Stage →This workshop is provided for general educational purposes only and does not constitute legal, tax, or investment advice. Estate and inheritance planning strategies depend on your individual circumstances and on current law, which is subject to change. American Retirement Advisors does not provide legal advice; legal services are provided by independent attorneys. Please consult a qualified estate attorney and tax professional before acting on anything discussed.