"Share Your Love - Importance of Estate Planning" WEBINAR

Summary

Why should you take the time to plan your estate? Many people think they can wait until they are much older before they can make an estate plan – the odds of anything happening to them are so low, so they make estate planning a low priority. Others think that they don’t have enough assets to warrant an estate plan. The fact is that some people will be faced with an unexpected illness or a tragic accident. Having a plan in place will ensure transfer of assets to your loved ones.

Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. Planning now may lessen burdens down the road for your loved ones as they ensure your wishes are carried out as you want. It can also help your executor(s) and beneficiary(ies) avoid added stress or pain because it gives them detailed directions for distributing your assets, thus minimizing any possible conflicts.

We will introduce you to The Share Your Love Family Discussion Guide which is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests. It’s more than a simple list of instructions. It covers many topics such as: where to find important documents and key contacts; who should care for loved ones and minors; and who you want to handle decision-making if you become incapacitated.

Our guest presenter is Sean Grant, MBA, Regional Vice President, from Equitable. He will be joined by CFS* financial advisor Wayne Johnson of the Coastal Wealth Management team (through CFS*). Additionally, Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union will be joining the event. To learn more about our speakers, visit the Presenter page for this event.

WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER.

Attendees will receive a complimentary copy of "The Share Your Love Family Discussion Guide".

Event Manager, Ewelina Caplap, can be reached directly at (919) 882-6607 or wealthmanagement@coastal24.com. Thank you.

If you are unable to attend this webinar, visit our website to view additional information and future events.