6 Estate Planning Myths to Ignore

March 26, 2025

Join us for the Surgeon’s Wealth Summit partnering with Creative Planning.

Surgeons Wealth Summit - Apta Investment Group

 There’s a lot of misinformation when it comes to estate planning, especially about who needs one. The reality? Estate planning is essential for everyone.

A well-structured estate plan ensures your loved ones are protected and your wealth is transferred according to your wishes, helping to avoid unnecessary taxes, legal complications, and family disputes.

Join us for the March webinar where we’ll debunk common estate planning myths and equip you with advanced strategies to protect your family’s future.

Topics will include:
  • The truth behind common estate planning myths
  • How family dynamics can impact your estate plan
  • Advanced strategies to optimize your wealth transfer
  • The benefits of a comprehensive estate and financial plan

6 Estate Planning Myths to Ignore

Plus Advanced Strategies to Help Leave a Secure Legacy for Your Family

Wednesday, March 26, 2025

1 PM EST/ 12 PM CST/ 10 AM PST

Can’t make it this time? No worries—register now, and we’ll send you the recording. 

Whether you’re looking to enhance your existing estate plan or need guidance to create one, this webinar will equip you with valuable insights to help build a plan tailored to your unique needs and financial goals.

Expand your knowledge, reclaim your time, and unlock new possibilities today. Explore Apta’s Knowledge Hub

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