Webinar Recording: Understanding Wills and Trusts in Estate Planning

man in white shirt carrying girl in gray shirt
by Advice Chaser
by Advice Chaser

An estate plan allows you to have control over your possessions and your destiny, even beyond when you can manage them personally. The most basic advice in estate planning is to have a will. But your estate plan may need much more than this. This webinar addresses wills, trusts, power of attorney, and healthcare directives. Matthew O’Leary, an attorney with a focus on wills, trusts, and elder law, is presenting. Anyone working on their estate plan can benefit from this informative event.

Want to Learn More?
Estate Planning Myths and Mistakes
Tax Considerations in Estate Planning
Estate Planning Essentials

You might also enjoy
photo of a disabled child with two adults
Creating a Special Needs Plan

The greatest fear of many special needs parents is what will happen to their children when they’re gone. A special needs plan is the answer.

Ready to Get Started?

Advice Chaser includes people from all walks of life, committed to helping you find the advisor you need and at no cost to you.

Interested in more?

Your financial plan is as unique as you are. We partner with businesses all over the U.S., so that we can help you connect with the right options, all at no cost to you.