Join Elville and Associates’ Senior Associate Attorney and Estate Planning Team Leader 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?
More Webinars from Elville and Associates
The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates. We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.