True Wealth

2 Sessions, Wednesdays, March 23 & 30

10:00 a.m. – Noon

Sink Building, Room 233

Member Fee: $30, Non-Member Fee: $40

When most people think about estate planning, they think of legal documents, attorney fees and the disposition of their financial assets. However, estate planning is about much more than this. It is about passing on who you are as well as what you have. In this two-session course, Justin M. Biance, Certified Estate Planner, will discuss ways of creating a plan that will enable attendees to not only pass on their wealth, but also their stories and personal legacies. Methods of capturing your story, encouraging good communication skills and reconciliation with heirs are some of the topics that will be discussed. Justin presented this topic for BRCLL several years ago. It was so well received we are bringing him back.

Justin M. Biance, CEP, is the author of The Great Inheritance: 7 Steps to Leaving Behind More Than Your Money. He specializes in multigenerational legacy planning and creating tax efficient strategies for transferring wealth to heirs. Justin holds a master’s degree in entrepreneurship from the University of Florida and a master’s degree in theology from Holy Apostles College and Seminary.