- Tue19Jun20182:00 pm
Everybody Needs an Estate Plan
06/19/2018 at 2:00 PM - 4:00 PM (EDT)
Some of the most important decisions in our lives are not made until the moment is upon us. These are the kinds of decisions we should be making now, for they can directly affect our well-being in the future. There are financial, personal, and health care decisions that will be necessary as we grow older, such as when to make lifetime or postmortem account deposits or withdrawals, choosing where to live, and deciding on the type and extent of treatment in the event of a terminal illness.
IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Taxes
Presented by Eric A. Smith, CFP, CLU, ChFC, CRPC, ATP