Estate Planning Primer, Part 1: Building Your Plan

An estate plan isn't just for the wealthy. It's how you make sure the people and causes you care about are taken care of, the way you intend. In this first session of our two-part primer, we'll break estate planning down into plain, practical steps you can start on right away.

In this session, you will learn:

·        The difference between estate planning (the process) and an estate plan (the result)

·        The information you need to gather to build an effective strategy for distributing your assets

·        The ways to pass on your assets, with or without a Will or Trust

·        Perspectives and lessons learned from fellow participants