Estate Planning Workshop

Why attend an estate webinar?

This is your opportunity to ensure your family’s future is protected by learning simple strategies to secure your assets and loved ones. With expert insights from a legal professional and licensed financial advisor, we’ll demystify trusts, helping you understand how to create or update them as part of your broader financial strategy. Plus, you’ll discover smart tax moves, such as when and where to withdraw from your retirement accounts, to help preserve your wealth and create a more secure financial future. This webinar is a must for anyone looking to take control of their estate and financial planning.

Info: In this portion, the estate attorney will explain the basics of estate planning, covering what an estate is, probate, and the importance of having a will. They’ll also discuss trusts for managing assets and avoiding probate, as well as the role of a Durable Power of Attorney to manage financial or healthcare decisions if needed.

Info: In this section, the financial advisor will cover strategies to manage your taxes, including understanding step-up cost basis and tax bracket management. You’ll learn about Roth conversions, inherited IRAs, and qualified charitable distributions (QCDs) along with RMDs. Additionally, they will discuss gifting strategies, 529 plans, life insurance, and long-term care planning.

Info: At the close of the workshop, we’ll summarize the key takeaways from both the estate planning and financial advisor sections. You’ll have the opportunity to ask any remaining questions and discuss specific topics in more detail. Our goal is to ensure you leave with a clear understanding of your options and the next steps in planning for your future.

Host or Publisher PacificView Wealth Management