Webinar – The Financial Planning Aspects of Estate Planning

Join Senior Associate Attorney Shannon Werbeck for a discussion regarding the financial planning aspects of estate planning.  Estate planning is so much more than a static set of documents.  Learn why your estate plan needs to work in concert with the rest of your financial plan and why your estate planning attorney should be an integral part of your “planning team” – your financial planner/financial advisor, CPA, and other professionals – to ensure your plan works smoothly and as intended.  
Topics to be discussed include:

–  How do Estate Planning and Financial Planning overlap?

–  Asset Alignment/Funding of the Estate Plan:  Why is this so vital, and what does it mean?

–  Beneficiary Designations:  When, Why, How – Addressing the nuances depending on the type of estate  plan, the type of asset, and the specific beneficiaries

–  The Financial Planner/Financial Advisor:  Why this is an integral piece in the success of an estate plan, from inception to ultimate administration 

–  Why being “Intentional” through a process in your Estate Planning matters – a lot!

–  The importance of the Advisory Team – what kind of team do you have?   

To RSVP for the webinar ahead of time and receive your personal link to attend, please click here.

Open to clients, financial advisors, and the general public, 1.5 continuing education hours will be offered to CFPs, CPAs, and other professionals who attend.  Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117 or at jeff@elvilleassociates.com.  We look forward to hosting you!

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