Financial professionals Dustin and Michael from NFP Financial Education provide a comprehensive overview of estate planning fundamentals.
Topics include the importance of having a legally sound will, properly designating beneficiaries, and strategies to avoid probate complications. The session features real-life examples and actionable guidance for safeguarding your family's future, particularly in situations involving minor children, individuals with special needs, or remarriage. The presentation also covers a high-level summary of 2025 gift and estate tax considerations.