Webinar - Estate Planning

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Estate Planning 101

Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. One of the goals is to make sure your beneficiaries receive these things in the most cost-effective way possible. Estate planning can help establish a platform you can fine-tune as your personal and financial situations change. Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face these issues. While it’s not pleasant to think about, you may be the one who ends up having to sort out their affairs. And, the reality is, there will come a time when you need to think about yourself and your own family. Knowing the basics can help you feel more prepared when that time comes.

 

Webinar Agenda:

  1. What is Probate?
  2. Do I need a Will?
  3. Executor vs. Trustee vs. Beneficiary
  4. Trusts
  5. POA (Durable, Healthcare)
  6. Check Your ‘Benes’!
  7. Don't forget about Taxes
  8. Q&A

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