Audio Recording - Download MP3 file

Michael Cox, CFP

Why should you have an estate plan? Do you want to have competent asset management if you become incapacitated? Do you want to control the timing and manner of asset distribution? Is it your desire to know that your assets will be transferred smoothly? This workshop will answer these questions and more. We will discuss the importance of estate planning, explain several estate planning strategies and the duties of a trustee. There will be many real life scenarios explained and discussed regarding this complicated and sometimes emotional subject.