BRI June General Membership Meeting – “The Intersection Between Real Estate and Estate Planning”
Join us for our virtual Membership Meeting on June 20, 2024 at 6PM!
How should you begin your estate and succession planning now to protect your family, your employees, and your best interests? How can you give away assets but still manage them and maintain cash flow? How should you best utilize trusts and life insurance as part of your estate? Whether retirement is fast approaching or years or even decades away, the time to take these questions seriously is now, particularly if you own real estate.
Nicholas Preddice from Affinity Advisors will be our featured speaker in June to discuss the intersection between real estate and estate planning — how to plan for retirement and how to plan ahead and the potential cost of delay.