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Posted 09/18/2023

Webinar - The Critical Need to Update Your Estate Plan

FREE
Webinar - The Critical Need to Update Your Estate Plan
Contact Member
Start Date
10/11/2023 10:00 am
End Date
10/11/2023 11:30 am

Estate plans can fail to work as intended especially if they are not updated and maintained over the course of a lifetime. Whether your estate plan works as you anticipate whether it will when you are no longer alive is a question not only of your intentions but of the diligence and effort that you are willing put into your estate plan over time. In this sense, estate planning is a marathon, not a sprint or a single event. 

In this webinar presentation, Managing Principal and Lead Attorney Stephen R. Elville will discuss the importance of maintaining and updating your estate planning and coordinating your asset alignment with your estate plan, especially for seniors.  Mr. Elville will also outline a step-by-step process to avoid the complete or partial failure of your estate plan.

Presentation points of interest will include:

- Understanding your purpose and the estate planning process

- Understanding client and fiduciary education and its relationship to success in estate planning

- Understanding the role incapacity planning plays in the success of your estate plan

- Understanding partnership and the maintenance and updating process

- Understanding asset alignment and the “funding” of your estate plan

- Why being Intentional in estate planning matters

- Why knowing what you want out of estate planning matters

- Understanding the document review process and how to take next steps to achieve estate planning perfection

To RSVP and receive your personal link to attend, please click here.  Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-343-8529 x117.  We look forward to hosting you!

Open to clients, financial advisors, and the general public, 1.5 continuing education hours are available for most professionals who attend this presentation.

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