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Five Key Components of Estate Planning

Speaker:  Steve Watson, Esq.

Details/Description:  Virtual and interactive event. We will address important topics such as: Incapacity, Joint Ownership, Beneficiary Transfers, Revocable Living Trusts, Remarriage and (Potential) Unintended Consequences for Beneficiaries, and Guardianship

We will also answer the following questions:

  • What happens if you do not have an Estate Plan?

  • What is Probate and how do you avoid it?

  • What is the difference between a Will and a Trust?

  • Why do we all need a Power of Attorney?

  • Why do we all need an Advance Medical Directive?

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July 16

Set Your Business Apart from the Crowd. Trends in Executive Benefits for Business Owners and Key Employees

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August 20

Preparing for Retirement with Social Security