About The Webinar

Join this live, educational estate planning webinar with} to learn how wills, trusts, and beneficiary decisions work together, the common errors that create avoidable delays and expenses, and the key questions to review before you update your own plan.

An estate is the total collection of everything you own (assets) and owe (debts). Estate Planning is the comprehensive process of organizing your estate, while Wills and Trusts are the specific legal tools used to execute that plan.

During this webinar you will discover:

How wills, trusts, and beneficiaries work together

Simple ways to help your family avoid court delays and fees

Step-by-Step Approach to Estate Planning

Inventory Assets: List all real estate, bank accounts, investments, and personal property.

Define Goals: Decide who will inherit your assets, protect minor children, and minimize taxes.

Choose Your Tools: Select a Will for simple distribution and guardianship, or a Trust to bypass court.

Draft the Documents: Work with an attorney to create legal Wills, Trusts, and Powers of Attorney.

Fund the Trust: Physically change titles and deed ownership of your assets into the Trust's name.

Update Beneficiaries: Align your bank accounts and 401(k) forms with your overall plan.