Who Controls What Happens to Everything You've Built? We'll show you Estate Planning strategies during our webinar "Protecting Your Legacy & Preserving Your Estate"

Without an estate plan, the courts decide. This webinar shows you how to take that control back by helping protect your assets, your family, and your wishes.

man kissing woman on check beside body of water

Major Challenges

UNCERTAIN FUTURE

Without a clear plan, the people and causes you care about may not be protected the way you intend.

LEGAL COMPLEXITY

Wills, trusts, and probate are easy to get wrong, and the mistakes are often discovered too late to fix.

LACK OF CONTROL

A missing or outdated plan means a judge, not you, determines where your assets go and who makes decisions on your behalf.

TAX BURDENS

Poor planning can quietly transfer a significant portion of your estate to the government instead of your family.

3 Reasons why you should attend

1. PROTECT YOUR LEGACY

Learn how to protect your assets and ensure your wishes are honored with strategic estate planning.

2. AVOID LEGAL PITFALLS

Discover ways to minimize legal complications and costs associated with probate and estate distribution.

3. GAIN PEACE OF MIND

Get professional advice on crafting a plan that secures your family’s future and gives you peace of mind.

Register now to receive a replay, even if you can't attend live.

Tuesday, October 27

6:30 PM ET

Session Topics

ESTATE PLANNING ESSENTIALS

Learn the key tools of estate planning, including wills, trusts, and powers of attorney.

PROBATE AVOIDANCE

Learn strategies to bypass the probate process, saving time and money.

ASSET PROTECTION

Discover ways to shield your assets from creditors and ensure they go to your chosen heirs.

TAX EFFICIENCY

Explore tax-saving strategies that can help preserve your estate’s value.

Chad Weigl

senior wealth manager

Chad is a retirement planning professional who educates people on various financial and estate planning strategies. He is well versed in retirement income planning, tax strategies, Social Security, Medicare, and estate planning. He believes it is important to understand what your goals and objectives are in order to formulate a comprehensive retirement plan. Chad’s primary focus is creating customized plans which allow successful professionals to transition into retirement.

Chad joined JL Smith in 2014 and is currently a lead advisor with the firm. He currently holds his Certified Financial Fiduciary® designation, Series 65, and Life and Health Insurance licenses. He attended Cleveland State University and the University of Toledo. He has a Bachelor’s in Business Administration in Accounting and a Bachelor’s of Science in Criminal Justice.

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