Some 60% of Americans do not have a will or living trust set up. There is no estate plan in place.
In the case of an unexpected death in the family, who will take responsibility for the deceased’s assets and possessions? This is an important question to consider, and it should be done sooner rather than later. If not, the family of the deceased often gets stuck navigating through a mess of paperwork, even in the midst of their grieving.
This is why Home Savings and The Business Journal are presenting “An Estate Plan For Us All” webinar on Nov. 15, 2018 at 1 p.m.
The purpose of this webinar is to provide individuals with the information they need to know about estate planning, its specific nuances, and things that are often misunderstood about the topic.
Please CLICK HERE to register.
This webinar will cover:
- The various forms of of asset ownership.
- Considerations for beneficiary designation.
- Understanding the probate process.
- The proper use of trusts.
- Common myths and misgivings.
Karen S. Cohen CPA, vice president and trust officer at Home Savings, will shed light on several other misunderstood issues throughout the webinar. Cohen was formerly a Principal with Packer Thomas and joined Home Savings’ Wealth Department in 2017. The webinar will be moderated by Jeff Leo Hermann, chief revenue officer at The Business Journal.