Estate Planning Basics Webinar 2023

Updated: Aug 29, 2023

In our Quarterly Client Educational Series Webinar, Brandon Converse, Financial Consultant at The Converse Team spends time with Zach Wiggins, Attorney at Martin, Pringle, Oliver, Wallace & Bauer, LLP. They discuss the importance of proper Estate Planning and the keys to a successful estate plan, wills vs. trusts, buy-sell agreements for your business, advance directives options, and more.