Are you prepared for the future? Join us for an enlightening webinar on estate planning, where we’ll guide you through the essential steps to protect your assets and ensure your wishes are honored.

What You'll Learn:

1. Basics of Estate Planning: Understand the fundamental components of estate planning, including wills, trusts, and powers of attorney. Learn how these tools work together to secure your financial future.
2. Creating a Comprehensive Will: Discover the critical elements of a well-crafted will and how it can safeguard your estate and provide clarity for your loved ones.
3. Trusts Explained: Explore the different types of trusts—revocable, irrevocable, and special needs—and find out which might be best suited for your unique situation.
4. Tax Implications: Get an overview of potential tax consequences and strategies to minimize estate and inheritance taxes, ensuring more of your wealth goes to your beneficiaries.
5. Healthcare Directives: Learn about the importance of healthcare proxies and living wills in making sure your medical wishes are respected.
6. Planning for Incapacity: Prepare for unexpected situations by understanding how to plan for incapacity and ensure your financial and personal affairs are handled according to your wishes.

Speaker

- Dawn Handler, CFP®, Vice President, Senior Fiduciary Officer, Members Trust Company

Dawn joined Members Trust Company in 2019. She is a Certified Financial Planner™ professional with over 25 years of experience in trust/estate administration and wealth management

*For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service