Estate Planning 101

Join us for this session on the basics of estate planning. It is never too early to begin planning and preparing to help ensure your loved ones are well taken care of. Estate planning is a critical component of building intergenerational wealth—a key goal for many DC businesses and entrepreneurs. The workshop will outline how estate planning can be used to protect your assets, the key components of an estate plan, required documents, tax implications, drafting a will, and creating a trust.

Speaker(s): Ms. Dolly Turner, Chief of Staff, Department of Insurance Securities and Banking

Co-Sponsor(s): DC Department of Insurance, Securities, and Banking (DISB), https://disb.dc.gov/

Webinar login will be provided to registrants on the day of the webinar. The DC Department of Insurance, Securities, and Banking (DISB) maintains a broad set of services to support DC residents and businesses with the DC Biz Cap small business access to capital program, money management, and financial education.

Fee: No Cost