Your Estate Plan - Where to Start

Deborah (Debby) Cochran, Cochran Law Group and Steve Sigsbury, Cochran Law Group

Join Debby Cochran and Steven Sigsbury, Cochran Law Group, for an informative discussion on what you need to know about estate planning. Learn about the critical estate planning documents you will want to have in place to protect you, your assets, your family, avoid probate, and reduce taxes. We  discussed more sophisticated tax strategies to preserve more of your wealth for your family and/or favorite charities. Topics will include recent developments in tax and estate planning, asset protection, proper asset titling, how to protect your children’s inheritance, generation-skipping planning, and the impact the SECURE Act may have on your estate plan.

West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.

Certain information contained herein was derived from third party sources, as indicated, and has not been independently verified. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any information presented. Where such sources include opinions and projections, such opinions and projections should be ascribed only to the applicable third party source and not to WFS.

This information is intended to be educational in nature, and not as a recommendation of any particular strategy, approach, product, security, or concept. These materials are not intended as any form of substitute for individualized investment advice. The discussion is general in nature, and therefore not intended to recommend or endorse any asset class, security, or technical aspect of any security for the purpose of allowing a reader to use the approach on their own. You should not treat these materials as advice in relation to legal, taxation, or investment matters. Before participating in any investment program or making any investment, clients as well as all other readers are encouraged to consult with their own professional advisers, including investment advisers and tax advisers.