Estate and Trust Planning: Not Just for the Wealthy
March 13, 2018 @ 10:00 am - 11:00 am PDT
Estate and trust planning is a critically important part of your financial plan, and one that is often overlooked. Estate planning has a major impact on who receives your assets upon death and who will control the process of handling your estate.
Find out what you need to know in order to make intelligent decisions for you and your family’s future. Join us for this informative webinar and learn how to make estates and trusts a key part of your financial plan.
What You Will Learn
- What is an estate?
- Types of asset ownership
- Why to set up a trust
- Different types of trusts
- Estate planning essentials
- Wills and power of attorneys
Vice President, Retirement Plans
Kristina leads Woodruff Sawyer’s Retirement Plan Practice. She is responsible for ensuring that plan goals are met and that clients are kept abreast of new trends and creative strategies in 401(k) planning.
Kristina has more than 20 years of experience in the corporate pension and the investment industry and is an Accredited Investment Fiduciary. She has been recognized as one of the National Association of Plan Advisors’ (NAPA) Top Female Retirement Advisors and San Francisco Magazine’s Five Star Wealth Managers.
Teresa Norton, Esq.
Norton & Ingersoll, P.C.
Teresa is a founding partner of Norton & Ingersoll, P.C. Her practice focuses in the area of estate planning, including preparation of trusts, wills, powers of attorney and other related estate planning documents; trust administration; probate; court accountings; special needs trust, business succession planning, and irrevocable trusts.