Estate planning isn't just about legal documents—it's about helping ensure your wishes are honored, your loved ones are protected, and your financial life remains organized during times of transition.

In this virtual session, we'll discuss how wills, trusts, powers of attorney, healthcare directives, beneficiary designations, and asset titling work together as part of a comprehensive financial plan. We'll also explore what happens when assets are inherited, common mistakes beneficiaries make, and important considerations when inheriting retirement accounts, investment accounts, real estate, and other assets.

Whether you're creating your own estate plan, helping aging parents navigate important decisions, or preparing to receive an inheritance in the future, this webinar will provide practical guidance to help you better understand your options and avoid common pitfalls.

You'll leave with a clearer understanding of:

• Key estate planning documents and their purpose
• Beneficiary designation mistakes to avoid
• How inherited IRAs and retirement accounts are treated
• What to know when inheriting investment accounts
• Important conversations to have with family members
• How estate planning and financial planning work together