Details:
Tuesday, December 15 | 11:00 - 11:45 a.m.

 

Join us for the first session of a three-part estate planning webinar series with Andrea Thermos, CPA, Estate & Trust Senior Manager. In the first webinar, Andrea will discuss writing legacy letters and creating a post-death checklist for your loved ones. Utilizing Boulay's "Survivor's Roadmap" interactive guide, she will assist you in creating these important documents to give comfort and make it easier on your friends and family once you pass away.

 

Please note this webinar series dives deeper into the estate planning steps that were highlighted in our Nov. 17 "Estate Planning Webinar: Organizing Key Information in a Helpful Guide." If you haven't already, we welcome you to watch the recording of that webinar here, which gives an overview of the items our In-Depth Estate Planning Webinar Series will focus on and provide more insight.

 

Click here to register!