LIVE WEBINAR

Annex University: Estate Planning Basics

Tuesday, July 23, 2024 · 12:00 p.m. ·  1 hour 0 minutes

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Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts. Discussion of various documents that are key elements of every estate plan Reasons you should do estate planning Lifetime planning and asset distribution planning at death Should I avoid probate and if so, how How do beneficiary designations and asset titling impact an estate plan Who should I name as beneficiaries How to communicate with family about your estate plan.
Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Alec Durand, JD

Webinar: Annex University: Estate Planning Basics by Annex Wealth Management