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Wills and Trusts / Estate Planning

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From September 26, 2017 4:00 PM until September 26, 2017 6:00 PM

In life, nothing is certain, but you can help improve your overall financial well-being by creating an estate plan.  In this seminar, we will help you think through important lifetime planning issues and estate planning techniques, including:

 

 - Preparing for health care and financial decisions to be made if you are not in a position to make them yourself;  
- Determine whether lifetime gifts to your loved ones or charity should play a role in your planning;
 
- Knowing what questions to ask your attorney to execute an effective estate plan;
 
- Familiarizing yourself with the basic planning documents to implement as part of your estate plan;
 
- Understanding the importance of asset ownership and beneficiary designations; and
 
- Evaluating the potential for estate taxes.

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