Estate & Generational Planning

Wednesday, May 13 | 5:30 – 6:30 PM | Live on Zoom

Join Rich Jacobson, CFP® and Remy Jacobson, CFP® for an engaging one-hour webinar on building and protecting the legacy you've worked a lifetime to create. Whether you already have an estate plan or haven't started one yet, this session will give you a clear framework for thinking about what happens next for your spouse, your children, your grandchildren, and the causes you care about.

Bring a Friend or Family Member This webinar is open to clients of Jacobson Wealth Management and their guests. If you know someone who would benefit from an hour of practical education on estate and legacy planning, we'd love for you to invite them to join. Simply share the registration link, or RSVP on their behalf.

What We'll Cover

• The Importance of Legacy Planning: why this goes far beyond documents and dollars
• The Risks of Not Planning: what really happens when families are caught unprepared
• Probate and the Estate Tax Landscape: including the 2026 exemption and what could change
• Six Steps to Legacy Planning: a simple, proven process you can start right away
• Tools and Strategies: wills, trusts, gifting, beneficiary designations, and how to choose what's right for you

The Zoom link will be emailed to registrants the day before the event. Please RSVP for yourself and your guest by clicking the RSVP button in the top right of the page.

Thank you and we look forward to seeing you soon!