Details:
Wednesday, January 13 | 11:30 a.m. - 12:15 p.m.

 

Join us for the second session of a three-part estate planning webinar series with Andrea Thermos, CPA, Estate & Trust Senior Manager. Andrea will discuss what information and guidance to provide for the guardians of your minor children and/or pets. Utilizing Boulay's "Survivor's Roadmap" interactive guide, she will assist you in creating specific instructions for your chosen guardians and will offer ideas of issues to consider, including educational and religious views.

 

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.

 

If you haven't already, we also encourage you to watch the first session in this webinar series, "Creating Legacy Letters and a Post-Death Checklist for Loved Ones" here.

 

Click here to register!