Estate Planning: What Is It and Why It’s Important to Have an Estate Plan

Are you overwhelmed by thinking about estate planning? Savvy experts Michelle Petrowski, CFP® CDFA®, Mark L Prendergast, MS CPA CFP® CDFA® and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ lay out all the basics and explain why everyone should have an estate plan. Gain peace of mind for you and your family by learning all about:

  • Estate Planning Basics
  • Last Will and Testament/Revocable Living Trusts
  • Beneficiary Designations
  • Powers of Attorney and Advance Health Care Directives

Originally live streamed on May 24.

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