PPA 3D Asset Care: Cookie Cutter Estate Plans vs Custom Trusts

3D Asset Care programs feature a brief review of markets, current events, and a special speaker or topic. Afterward, we do a LIVE Town Hall meeting where we open the floor to questions and discussion.

Part I: Cookie Cutter Estate Plans vs Custom Trusts

Estate Planning involves determining how an individual’s assets will be preserved, managed, and distributed after death. This can include writing a will, setting up trusts, and/or making charitable donations to limit the amount owed in estate taxes.

In this webinar we are bringing on Arlin P. Neser, Attorney at Law, to talk about the importance of estate planning and how it can provide asset protection. He will discuss the preparation of Trusts, Wills, Durable Powers of Attorney, Advance Health Care Directives and other estate planning documents.

Part II: LIVE Town Hall Meeting

After the presentation, there will be an opportunity for you to ask questions about markets, the economy, and the recent events happening in the world of finance.