WILLS AND TRUSTS: WHAT YOU SHOULD KNOW
TO PROTECT YOURSELF

FINANCIAL KNOWLEDGE

Wills and Trusts: What You Should Know to Protect Yourself by Stefanie West - 56:35

Everyone has an estate and you cannot take it with you when you die.   Although many people mistakenly think that only the "rich" or the "old" need to make estate plans, reality is that estate planning is an important part of your financial planning because no one can predict what will happen in life.   Planning ahead can give you greater asset protection, privacy, savings of time and costs while ensuring your wishes through end of life and for your loved ones are carried out.

This webinar focuses on teaching you the informational basics on wills and trusts, followed by interactive discussion on questions from the attendees.

You will learn:

  • what is estate planning and a general overview of the estate planning process

  • what is a will and a revocable living trust

  • what are the different types of trusts

  • why it is recommended that you need both a will and a trust
     


Stefanie West is an experienced attorney in estate planning, wills, trusts, probate, Medi-Cal planning for individuals requiring long term care, and elder laws.

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