S.P.A.R.K. Estate Planning Essentials: Legal, Financial & Tax Considerations

This seminar was presented by our Small & Entrepreneurial Group on September 22, 2026. Below is a link to the presentation slides.

• Estate Planning Essentials – Presentation Slides

You've worked hard to build your wealth, support your family, and grow your business. But have you taken the steps necessary to protect it all if the unexpected happens?

Join attorney Ethan Stone and Garrett Murphy, CPA, for a practical discussion on the legal, financial, and tax decisions that can have lasting consequences for you, your family, and your business.

You'll learn:

• Key estate planning documents every adult should have
• How beneficiary designations, retirement accounts, and trusts work together
• Common mistakes that create unnecessary taxes and administrative headaches
• Considerations for business owners and family wealth transfers
• Steps you can take now to help ensure your wishes are carried out
• Bring your questions for a live Q&A and leave with practical insights you can use to evaluate your current estate plan.

Who Should Attend?

This session is designed for:

• Business owners
• Executives and firm leaders
• Individuals approaching retirement
• Parents of adult children
• Anyone who has not reviewed their estate plan within the last 3-5 years