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Estate and Trust Planning Isn’t Just for Retirees (or the Wealthy)


August 18, 2016 @ 10:30 am - 11:30 am PDT

Planning for your estate 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. It is important to be educated on these issues so you can make reasoned intelligent decisions for you and your family’s future. Join us for this informative webinar and learn how to make estate planning a key part of your financial plan.

Topics of Discussion

  • What is an estate?
  • Types of asset ownership
  • Why set up a trust?
  • Different types of trusts
  • Estate planning essentials
  • Wills and power of attorney

Featured Speakers

Kristina Keck
Vice President,
Retirement Plans
Woodruff Sawyer

Theresa Norton, Esq.
Norton & Ingersoll, P.C.



For questions please email seminar@woodruffsawyer.com.

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