Establishing Your Legacy: Navigating Estate Planning Essentials and the Role of a Corporate Trustee

Thursday, May 2, 2024

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During “Establishing Your Legacy: Navigating Estate Planning Essentials and the Role of a Corporate Trustee” Senior Financial Planner Jessica Ellyson, CFP® and Director of Estate Services, Alison Leary, J.D. delve into the realm of estate planning.

In this webinar, our hosts explore estate planning from both personal and technical angles, emphasizing the critical importance of safeguarding your loved ones and your legacy through meticulous preparation.

Here's why you won't want to miss out:

  • Best Practices Learn strategies for safeguarding your family's future through comprehensive estate planning techniques.
  • What do you need? Gain clarity on the fundamental estate planning documents necessary to protect your assets and ensure your wishes are honored.
  • Who are the doers? Delve into an introduction to trust and estate administration, understanding the roles and responsibilities involved in executing your estate plan effectively.
  • Who are the pros? Learn the benefits of engaging professional fiduciaries to help your family's interests and navigate complex financial landscapes with confidence.
  • What do we do? Discover the way EP Wealth Advisors can support you in securing your legacy.

Don't miss this opportunity to empower yourself with the knowledge and tools that may be needed to secure a prosperous future for generations to come.

Presented by:

Jessica Ellyson and Allison Leary (2)

Please fill out the form to view the webinar.

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