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Estate Planning in the New Normal
August 26 @ 1:00 pm – 2:00 pm CDT
As we continue to shelter in place and work from home, now is an ideal time to tackle your financial affairs and make sure they’re organized and up to date.
Join Andrew Welp, Director of Savant Private Trust and Dominick Parillo, Director of Wealth Transfer for this live webinar as they share tips and guidelines for estate planning in the New Normal. We’ll cover:
- Passwords, digital assets, and other often-forgotten elements of a sound estate plan
- 5 quick tips to make sure your estate plan is current and “virus free”
- Working with attorneys while social distancing
- The importance of having proper powers of attorney in place
- Property vs. Healthcare
- Who’s the best person to name
- Why a POA is needed for adult children
- POA for Healthcare vs. Living Will
- When assets belong in a Trust
Can’t attend? Register anyway, and a link to the recording will be sent to all who register.