Planning for Today for Tomorrow: Estate Planning and Gifting

Description

In this entry of the lecture series, "Financial and Workplace Well-Being for Doctors: Lessons for Life After Medical School," Margaret Zywicz, Managing Director and Regional Team Lead for First Republic Trust Company, shares strategies for effective estate planning to safeguard assets now and in the future.

Disclaimer

The information and guidelines contained in this activity are generalized and may not apply to all practice situations. We recommend that legal advice be obtained from a qualified attorney for specific application to your practice. The information is intended for educational purposes and should be used as a reference guide only.

Technical Requirements

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Please note that these modules do not offer continuing education (CME/CE) credits.