Creating an estate plan is something many adults put off, but it’s an important step to ensure your loved ones are protected and your assets are properly distributed when you’re no longer here. Estate planning isn’t a “one-and-done” process, either. As your life evolves, so should your estate plan. It’s vital to have a plan that stays up-to-date with new laws and changes in your life’s circumstances. That’s why we’re hosting our next webinar, “Estate Planning Priorities and Pitfalls: What you need to do now to protect your loved ones.”
Join us for this educational webinar on June 9th at 12 PM (EST). We’re thrilled to have local estate planning attorney Rebecca Evans, Esq. join us as our guest speaker. Rebecca will share her expertise on estate planning priorities, considerations, and common obstacles that may arise. You’ll gain a better understanding of estate planning topics that will assist you in taking important steps to protect yourself and your loved ones.
Our webinar will cover the latest updates regarding estate planning laws, including a recent change in distributions requirements due to the Secure Act and Secure Act 2.0. We’ll also explore the common pitfalls that can arise from outdated estate planning.