Estate Planning 101
On-Demand Webinar
Most people put off estate planning because they think it’s too complicated, too expensive, or simply not necessary yet. It’s none of those things.
In this session, Lisa Hendrix Weigel — Senior Counsel and Strategic Growth Director at Wealth.com — breaks down the core concepts every adult needs to understand, regardless of age or net worth. From wills and trusts to powers of attorney and beneficiary designations, you’ll walk away with a clear picture of what a comprehensive estate plan includes and what’s at stake without one.
What we cover:
– Why everyone needs an estate plan — and what happens if you don’t have one
– Wills vs. revocable living trusts: how they work and when each makes sense
– Powers of attorney: protecting your health and financial decisions during incapacity
– Beneficiary designations: the assets that bypass your will entirely
– Life events that should trigger a plan review
– The current tax landscape, including the federal exemption and step-up in basis
Whether you’re starting from scratch or haven’t revisited your plan in years, this session gives you the foundation to move forward with confidence.
Watch the replay today.
Sr Counsel, Strategic Growth
Trusted Estate Planning Solution for the Industry’s Leading Firms
