Estate Planning Workshop – Providing for the future & leaving a legacy
About This Webinar
Setting up a legacy can be confusing, but it doesn't have to be.
Get started on setting up your legacy to ensure financial security with this informative session from estate planning professionals. This workshop covers a range of pertinent topics, including how to safeguard healthcare provisions, provide for heirs, earn tax benefits, and leave an environmental legacy.
Resources
Advance Health Care Directives:
Cottage Health: https://mycare.cottagehealth.org/complete-your-advance-directive.cfm
Five Wishes: https://fivewishes.org/five-wishes/individuals-families/individuals-and-families
Estate Planning Guides:
Email our panelists:
Deborah K. Boswell, Estate Attorney, Partner, Mullen & Henzell LLP at dkb@mullenlaw.com
Hannah Buschbom, Wealth Advisor, The Ameriflex Group at hannah@Ameriflex.com
Henry Postma, President & CEO, Heritage Realty Partners at henry@heritagerealtypartners.com
Jane E. Russell, CPA, Partner, MacFarlane Faletti & Co. LLP at jercpa@mfco.com
