Estate Planning Essentials

Gretchen Brown

(Download the takeaway)

Estate planning prepares a platform for the handling of your assets and affairs in the event of your incapacitation or death. The planning includes long-term care, the bequest of assets to heirs and the settlement of estate taxes. One goal is to ensure beneficiaries receive assets in a way that minimizes estate tax, gift tax, income tax and other taxes.

The key question to answer is: How do you want your assets distributed if you die or are incapacitated?

Our webinar from Wednesday, May 26 at 11am features our special guest speaker Michelle Triplett, Elder Law Attorney. Michelle explains all the estate planning essentials, including:

  • Identifying what legal documents are essential to your estate plan
  • Incapacity planning – who can decide when you can’t
  • Health care and living wills
  • Steps you can take next to begin your estate plan

Learning about ways to fund your future is a great start to managing your money so that it improves your life. If you haven’t alreadyschedule a time to connect with Certified Financial Planner, Gretchen Brown, and together you’ll uncover your financial goals and needs in a Free Financial Check-Up. 

By Gretchen Brown

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