Estate Planning
Presented by TopLine Investment Services
Without proper planning, you may not be able to protect your assets from the effects of estate taxes and probate. Join Kelly Zech, attorney with Henson Efron and TopLine Investment Services for a free educational workshop, Estate Planning.
In just over an hour, you’ll learn about:
- Calculating the value of your estate
- Intestacy and how it affects estate distribution
- Probate and how to avoid it
- Estimating your estate tax liability
- Strategies for cutting estate taxes
- Estate distribution techniques including wills and trusts
- Health care directives
Event Details:
Date: Thursday, March 20, 2025
Time: 6:00pm - 7:00pm
Location: TopLine's Maple Grove Learning Center - 9353 Jefferson Hwy, Maple Grove, MN 55369
The seminar is free and is open to the general public, but reservations are required. To reserve your spot, please click here, call us at 763-391-9494 or email RSVP@TopLineInvestments.com.
Please feel free to extend our invitation to others you know who may have interest. Family members and friends are all welcome to attend.
Check the background of this investment professional/firm on FINRA's BrokerCheck.
Investments Disclosure
Christopher Burns and Henson Efron are not affiliated with LPL. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. We recommend you consult with your own tax or legal counsel for advice regarding your specific situation.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. TopLine Financial Credit Union and TopLine Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TopLine Investment Services, and may also be employees of TopLine Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TopLine Financial Credit Union or TopLine Investment Services.
| Securities and insurance offered through LPL or its affiliates are: | |
|---|---|
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Deposits or Obligations |
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Not Credit Union Guaranteed |
May Lose Value |
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, HI, IA, IL, KS, MI, MN, MT, NC, ND, NE, NH, NM, NY, OR, PA, SC, SD, TX, WA, WI.