Business and Estate Plans

Protect your wealth. Plan your legacy. This two-session course is designed for adults who want to protect assets, provide for loved ones, and prepare for what comes next. Gain a deeper understanding of estate planning tools and how to approach the complex process of selling or transitioning a business. In session one, learn how wills, trusts, and beneficiary designations work together to form a strong estate plan. Explore the differences between revocable and irrevocable trusts, ways to avoid probate, reduce estate taxes, and protect assets for future generations. You'll also learn about charitable giving strategies and the importance of coordinating with legal and tax professionals. If you’re a business owner, retirement planning includes preparing for a successful exit. Session two covers how to position your business for sale or succession, including valuation basics, tax considerations, and transition strategies. Learn how to align your exit plan with your retirement and estate goals for long-term security. Your instructor is a Certified Financial Planner and founder of Harvest Horizon Wealth Strategies, a firm that helps individuals and families navigate retirement, tax, and estate planning with clarity and confidence.