Join us for the next Advisor's Forum Webinar.This program is free, without obligation, and is approved for continuing education credits*. It is designed to help you learn how the advisor team can collaboratively and effectively develop strategies for clients.Wills vs. Trusts: The Basics
Presenter: Lewis W. Dymond, Jr., JD
This presentation discusses the differences, as well as the similarities, between a Will-centered estate plan and a Revocable Living Trust-centered estate plan. We will cover how the two types of planning addresses the following elements of a good estate plan:
(1) Lifetime control
(2) Disability planning
(3) Tax planning
(4) Funding - assett titling and beneficiary designations
(5) Estate administration
(6) Beneficiary planning
Lunch will be provided.This webinar is part of a monthly interdisciplinary series offered through The Advisors Forum and hosted by Estate Planning and Legacy Law Center and Evershore Financial Group.
*One Certified Financial Planner (CFP) credit has been awarded. Outlines will be available for application of Certified Trust, Financial Advisor (CTFA) credit and Continuing Legal Education (CLE) credit.
Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Lewis Dymond, Jr., JD EM 13-0258 DOFU 08/2013 ######
Advisor's Forum 0.00