Cover Your Assets: How to Safeguard Your Legacy Through Smart Estate Planning

Thursday, Mar. 26 at 12:00 pm ET

We plan carefully for so many celebratory parts of life – vacations, birthdays, even retirement – but one area often gets pushed aside: estate planning.  What will happen with your assets when you die? Estate planning can feel uncomfortable or overwhelming, which is why many people put it off. But a clear plan can help protect your family, reduce confusion, and prevent unnecessary taxes and complications down the road.  

In this webinar, we’ll break down the complexities of estate planning, what documents are needed for estate planning, and how to avoid pitfalls that could cost your beneficiaries time, money and stress.

This webinar will cover:

• What is probate, and how to avoid it

• The 5 essential estate planning documents

• The difference between a Trust and a Will

• Understanding the estate tax and when it is applicable

The webinar will conclude with a live Q&A

Who Should Attend? 

This webinar is ideal for anyone who either doesn’t currently have an estate plan established or has an estate plan but still unsure of how the process works. You can never be too informed about how to protect your legacy. 

Complimentary Registration:

Reserve your spot today by completing the form on this page and take the first step towards protecting your assets.

Estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal advice. Always consult an attorney regarding your specific legal situation. The presenters in this webinar are not attorneys.