Estate Planning Foundations for Builders

*ONLINE ONLY*

Blueprints for the Future: Estate Planning Foundations For Builders

IN THIS COURSE YOU WILL LEARN

• Why Estate Planning is Critical for Contractors – Highlight the importance of acting now with the pending sunset of the TCJA, which could lead to higher tax rates.
• Your Business Shouldn’t Die When You Do – Why proper estate planning is essential for voluntary and involuntary business transition events.
• Trusts and Wills: What’s Right for You? – Explain the differences between wills, trusts, Power of attorney and Health Care Directives: what they do and what’s right for you.
• Asset Protection Strategies – How to shield personal and business assets from lawsuits, creditors, and unforeseen liabilities.
• Preparing for the sunset – What the sunset of the TCJA means and how you can take advantage of it’s benefits before they’re gone on January 1^st 2026.
• Keeping things up to date: Discover why regular reviews of your estate plan are essential, especially as tax laws, family dynamics, and business circumstances change.

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