Broker Check
28 March
Estate Planning Essentials WEB

Organizer

Shauna Schiche ClientLiaison@EmpowerFA.com

Presenter

Ronald E. Williams, Jr., CFP®

Description

Join us to learn and ask all the questions you may have about general estate planning. Topics include: How trusts work, avoiding probate, revocable vs. irrevocable, avoiding estate tax, wealth replacement trusts, necessary documents, QTIP trust and provisions for blended families, eldercare, charitable giving, Charitable Remainder Trusts, education funding for grandchildren, life and finances after a spouse's death, need for proper estate planning documents, aging parents, importance of elder care attorney, running a family meeting with parents and adult children, reverse mortgage basics, implications with how assets are passed, income in respect to the decedent.

Date and Time

Thu, Mar 28, 2019

7:00p - 9:00p EST

Location

via Webinar

Event Website
2019-03-28T19:00:00.0000000
2019-03-28T21:00:00.0000000
PT2H
Share |

Event Registration


Thank you!

Error processing your request. Please try again at a later time.