Loading Events

« All Events

  • This event has passed.

Webinar – Estate Planning for the Individual

August 4 @ 10:00 am - 11:30 am

According to recent surveys, 58% of Americans don’t have an estate plan, including 78% of millennials.  Why?  “It’s too much of a hassle.”  “I’ll get to it later.”  “I don’t want to talk about death.”

However, the reality is everyone needs an estate plan – even and perhaps especially unmarried individuals, as when you pass away without one the consequences to your loved ones could be, putting it mildly, quite devastating.

 

In this webinar offered by Elville and Associates’ partner and senior estate planning attorney Olivia Holcombe-Volke, learn why estate planning for the individual is so vitally important, along with the following key takeaways and more:

  • Who will handle my affairs if I am unable to?
  • Who will take care of my minor or disabled child, or my elderly or disabled parent, if I am unable to?
  • Are there special considerations for beneficiaries who are not a spouse or child?
  • I have beneficiaries listed on all of my assets.  Do I really need an estate plan?

 

Please click here to register for the presentation and receive the webinar link.  Should you have any questions beforehand, please contact Jeff Stauffer, Elville and Associates’ Community Relations Director, at [email protected], or 443-393-7696 x117.  We look forward to hosting you!

 

Available to clients, advisors, and the general public, 1.5 continuing education hours will be available for Certified Financial Planners and CPAs attending this presentation.

 

#elvilleeducation

Details

Date:
August 4
Time:
10:00 am - 11:30 am
Event Category: