Webinar Registration

Essential Estate Planning Documents & Probable Avoidance
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, January, 19
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Laurie
Laurie Steiner, Esq.
Elder Law Attorney

What You'll Learn

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What You'll Learn
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Webinar Description

Proactive estate planning can benefit all clients by ensuring their assets and finances are properly taken care of after their death. Without the proper planning and documents, probate court may lead to unintended distribution of assets. Estate planning also involves giving permission to family members or an attorney to carry out your wishes if you become incapacitated while still alive.

Learning Objectives:                           

· Recognize Must-have Estate Planning Documents (Wills/Trusts, Letter of Intent, etc.)

· Learn how the probate process works and how to avoid it!

· Discern the impact of property titling of assets and probate exclusion  

· Understand the pros and cons of Durable and Health Powers of Attorney

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.