These uncertain times bring a renewed focus on the need to ensure your estate plan is up to date. While it’s human nature to avoid unpleasant subjects, it’s important to consider what would happen if you become unable to make decisions.
Join us for a webcast on getting your estate plan in order. Estate Planning Attorney, Adam Slonim, will be leading the discussion.
Webcast is available on-demand
Webcast Topics
- Estate planning during a pandemic
- Understanding the importance of advance directives
- What documents should be included in your estate plan
- Steps for funding your living trust
- What to leave for your successor trustee
“52% of people age 55-plus don’t have a will or the other key estate planning documents that you might need during the pandemic”
CARING.COM, 2020 ESTATE PLANNING & WILLS STUDY
Disclosures:
This presentation expresses the views of the author as of the date indicated, and such views are subject to change without notice. The information contained within is believed to be from reliable sources. However, its accurateness, completeness, and the opinions based thereon by the author are not guaranteed – no responsibility is assumed for omissions or errors. The views expressed herein reflect the author’s judgment now and are subject to change without notice and may or may not be updated. Nothing in this document should be construed as investment, tax, financial, accounting, or legal advice. Each prospective investor must make their own evaluation and investigation of any investments considered or of any investment strategies described herein (including the risks and merits thereof), should seek professional advice for their particular circumstances, and should inform themselves as to the tax or other consequences of any investments or services considered or described herein. The strategies and investments discussed during the above Course may not be suitable for all investors. Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Canter Wealth does not render legal, accounting or tax advice; please consult your tax or legal advisors before taking any action that may have tax consequences.
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