On March 13, my firm held the third live webinar in our Financial Boot Camp series titled?“Estate Planning: Introduction to the Essentials”?which was recorded and is now online.
Alex Oliver from First National Corporation?and?Sean Hagan from Eskow Law Group?discussed a variety of topics. Please view the webinar and skip to the topics most relevant to you:
https://register.gotowebinar.com/recording/2994544496893768193
- 00:00: Introduction
- 04:23: The importance of estate planning and why we procrastinate
- 08:21: Defining estate planning and the benefits of a plan
- 11:24: Federal and state estate tax
- 13:03: Estate planning process
- 16:33: Special situations
- 20:34: Sean Hagan introduction
- 23:15: Estate planning tools
- 24:38: Last will & testament
- 29:26: Trusts
- 35:26: Durable power of attorney
- 37:09: Health care proxy
- 38:53: HIPAA Authorization
- 39:49: Living will or advance directive
- 43:44: Gift planning
- 49:26: Take action and monitor the plan
- 52:02: Conclusion