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Webinar – Setting your House in Order – Estate Planning for Senior Adults
March 30 @ 4:00 pm - 5:00 pm ADT
Free Webinar from Advisors with Purpose
More than 60% of families have done little to no planning, but it’s not too late to set up a plan. You may or may not have a Will, but is it up to date and complete? Have you chosen a good executor, and are they prepared for the job? Have you considered options for how to transfer your assets to your children or heirs in a way that is best for both of you? Have you considered the tax implications of registered assets and planned for those? Have you considered leaving charitable gifts in your Will? Have you spoken to your family about your choices, and do they know your wishes?
Our partners at Advisors with Purpose are hosting this webinar for people over 70 that will help you answer these questions and more. You can join online or by phone. Register by clicking the link below, by sending an email to email@example.com, or calling 1-866-336-3315