09 June
The Essentials of Estate Planning


Proper estate planning is an important part of every family's financial plan. It is especially important for retirees to ensure their estate plans are current and reflect their wishes. Some believe estate planning is only for the wealthy: in reality, it is simply the process of deciding where, when, and how the assets entrusted to your stewardship will be distributed after your death. A well thought out estate plan can help you choose a guardian for your children, continue a family business, protect assets from creditors, and much more. In this workshop, we'll explore some of the many estate planning tools and strategies such as wills, trusts, powers of attorney, and beneficiary designations, as well as how to utilize them to design an estate plan for your family.

Date and Time

Tue, Jun 09, 2020

6:30p - 7:30p EST


Virtual Webinar


Event Registration