Webinar — The Financial Planning Aspects of Estate Planning

Senior Principal and estate planning attorney Olivia Holcombe-Volke offers this 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:

– 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

Open to clients, financial advisors, and the general public, 1.5 continuing education hours are offered to CFPs, CPAs, and other professionals who attend. This webinar is offered in partnership with the Howard County Library System, a longtime supporter of Elville and Associates’ educational programs. To learn more about the HCLS, its educational programs and calendar of events, please visit https://live-howardcounty.pantheonsit…​ or contact Ms. Rohini Gupta, Adult Curriculum Specialist, at rohini.gupta@hclibrary.org.


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.

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