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℠