Tools to get started

October 29th, 2021 New West Short Year-end Planning  Tools to Get Started Whether it’s drawing up a simple will or ensuring the transfer of a complex legacy, an estate plan can be essential to financial wellness. Now is the time to talk to individuals about their estate plan and — to help you get started — here’s a roundup of materials to share with clients, CPAs and attorneys: The popular belief is that estate planning is meant only for the wealthy and the elderly, but here are the reasons why everyone can (and should!) consider making an estate plan. One of the tools used by many estate planners is the grantor trust.  Grantor trusts are on the chopping block: what to know and how to prepare For wealthy clients, there is a lot of noise surrounding impending legislation and the impact it may have on their estate plan. To gain some clarity on this important topic, don’t miss this webinar on year-end planning with the Advanced Markets attorneys on November 2nd at 2 p.m. ET.  Do you have a specific question you’d like answered?  Submit it prior to the webinar Melissa Church Director of Marketing 208-622-5211 x 2 melissa@newwestinsurance.com

www.newwestinsurance.com  |  T: 208.622.5211   |   F: 888.747.0974   |   Hailey, Idaho

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