Recorded: April 29, 2020 | 38 Minutes

Do you have an estate plan? Is your plan up to date and accurate?

Although estate planning might seem like a daunting task, taking the time to craft a well-informed plan is important for everyone, especially if you have substantial assets or minor children.

Properly done, estate planning can potentially lift many burdens from surviving family members during a stressful time and may make a big difference in what is left behind for your loved ones. Plus, it might bring you a sense of peace and confidence, knowing that things are taken care of, and your legacy will live on.

In this on-demand workshop, you’ll learn: 

  • What’s in an estate plan
  • The key differences between a will and a trust
  • Common estate planning mistakes and how to avoid them
  • The role that taxes play in estate planning, and other considerations
  • How to ensure you have a durable power of attorney

Plus, we’ll go over an estate planning checklist to help you get started.

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