Virtual Workshop: Estate Planning 101
April 13, 2021 @ 4:00 PM - 5:30 PM
Not just for the wealthy, estate planning is essential for everyone—even a bad will is usually better than no will at all. Estate planning involves not only passing on your real estate, personal property, and financial assets to your heirs, but also planning for others to make decisions for you should you become incapacitated or die. A well-thought out estate plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Estate planning is the key to making sure that everything you work for is passed on according to your wishes. These are difficult decisions, but if you don’t make them, a court will.
Please register for this event. Once you register you will receive a confirmation email with a link to the Zoom meeting, a phone number to call into the Zoom meeting, and a password to the meeting. Join the Zoom meeting 5 minutes prior to the program, especially if you haven’t used Zoom before.
This workshop is part of Money Smart Week DeKalb County 2021.
Securities Offered through LPL Financial. Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI and WV.
Walsh & Associates and LPL Financial do not provide tax and/or legal advice. Clients should consult with their personal tax and/or legal advisors regarding the tax consequences of investing.
For additional information or help with registration, please contact Samantha at firstname.lastname@example.org or at (815) 756-9568 ext. 1701.