Estate Planning is a familiar phrase; the meaning depends on the understanding of the person hearing or reading it. It may mean a Will, a power of attorney, a trust, etc. Most people associate estate planning with the distribution of assets at death. Proper estate planning allows families to plan for themselves and their loved ones without giving up control of their affairs. It contemplates protection of the family members from creditors/divorce and provides for the possibility of disability. Join Danny and Richard for this workshop style presentation as they walk you through an estate planning counseling session including what questions they ask, how they explain it to the clients, and ultimately create and document a plan that is reflective of each client’s unique goals and concerns.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Alexis Bastedo, Esq. and Richard Katzman, Esq.