Webinar – Estate Planning Essentials August 14, 2024

FREE!

attendees will be educated about a wide range of topics and leave with a solid foundation of estate planning knowledge to help you, in partnership with your attorney, get started with your planning or update your plan that is long overdue.

Some of the topics Ms. Werbeck will address include:

— understanding the planning process, including the reasons for estate planning
— wills vs. trusts
— probate vs. non-probate and understanding non-probate devices
— the absolute importance of incorporating “flexibility” in your planning
— planning for incapacity
— understanding the importance of financial powers of attorney, advance medical directives
— asset protection for children

For most professionals who attend, 1.5 continuing education hours will be available.