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Estate Planning in Accordance with Halacha

A free online Webinar designed to help Jewish families create an estate planning strategy for their unique goals and needs.

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Online Estate Planning Workshop

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This webinar will provide an overview of how Jewish families can create an estate plan that follows their specific wishes while remaining in accordance with Halacha.  You can watch the online workshop from your mobile device or computer. 

We will discuss the following:

Jewish-specific Estate Planning Concerns 

This webinar will provide an overview of how Jewish families can create an estate plan that follows their specific wishes while remaining in accordance with Halacha. 

Why we created this online workshop: 

Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.

It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.

During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.
 

Avoid Unnecessary Taxes & Fees

Without the proper planning in place, your kids and your wealth may be exposed to taxes & probate fees that could be reduced or even eliminated. 

Halacha and Healthcare: 

Estate planning is about more than distributing your assets at your death. A good estate plan will describe your specific preferences and religious requirements when it comes to any future healthcare treatment. 

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Legal Safeguards

Avoid a court administered guardianship and make sure your family members or trusted friends have the legal rights to carry out your wishes.