The Financial Planning Aspects of Estate Planning (online)

Join Senior Principal and estate planning attorney Olivia Holcombe-Volke for a discussion regarding the financial planning aspects of estate planning. Estate planning is so much more than a static set of documents. Learn why your estate plan needs to work in concert with the rest of your financial plan and why your estate planning attorney should be an integral part of your “planning team” – your financial planner/financial advisor, CPA, and other professionals” – to ensure your plan works smoothly and as intended.

Topics to be discussed include:
– Asset Alignment/Funding of the Estate Plan: Why is this so vital, and what does it mean?
– Beneficiary Designations: When, Why, How – Addressing the nuances depending on the type of estate plan, the type of asset, and the specific beneficiaries
– The Financial Planner/Financial Advisor: Why this is an integral piece in the success of an estate plan, from inception to ultimate administration

Presented with support from Calvert County Library.

To register for the webinar and receive your personal link to attend ahead of time, please click here.