Creating Your Estate Plan

Creating Your Estate Plan is designed to help you better understand the basics of estate planning so you can consider the options that makes the most sense for your specific situation. Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to reduce taxes on estates, and how insurance can help protect your family.

Tarun Bhatia

Instructor

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Tarun Bhatia is a trusted Financial Advisor, where he specializes in creating personalized wealth strategies for families, entrepreneurs, and corporate executives. His approach is defined by a commitment to helping others feel understood, informed and in control of their goals. Beyond his professional practice, Tarun is deeply committed to community outreach and local economic growth, frequently serving as an instructor for seminars, serving on local Chamber of Commerce leadership and Rogers Lions group.

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