External Speaker:
Michael B. Waxman MSW, RSW - Social Worker, Waxman Counselling and Consulting
Estate planning is difficult to think about at the best of times. The COVID-19 pandemic has not only made times more challenging, it has moved the need to plan for unexpected circumstances to the forefront of our lives.
Developing a clear strategy that meets your personal and/or business needs is of the utmost importance when establishing your estate plan. Not only will an estate plan act as a legal document that fulfills your final wishes, but it also alleviates any burden that may arise for your loved ones if there are decisions to be made on your behalf.
Join our panel as they review the fundamental components of an estate plan.
Topics include:
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Ways to cope and think about death
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The importance of being prepared and how planning can lead to feeling better and in control
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Strategic estate planning considerations
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Virtual witnessing for wills and powers of attorney
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The basic tools to create an estate plan
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Structuring ownership on death and the division of assets
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Pitfalls of jointly-held assets
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The role of your business in your estate plan
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For information regarding our webinars and communications, please contact:
Kassey Gonzales | rsvp@airdberlis.com | 416.305.3532
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