Estate Planning Basics & Advanced Directives Webinar

By Molly C. Herndon

Dr. Barbara O’Neill and Attorney Mary Benzinger, Senior Attorney for the U.S. Army at the Pentagon Army and Air Force Legal Assistance Office, will present this webinar that will focus on a number of estate planning topics that will help financial practitioners navigate this tricky process with clients, including:

  • Probate and probate avoidance
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    Family Favourite by Gareth Williams. Creative Commons CC BY 2.0.
  • The advantages and limitations of wills
  • Trusts
  • Estate taxes
  • Blended families
  • Life insurance beneficiaries
  • States that have transfer on death for vehicles and real property
  • Poor planning & minor children
  • Testamentary trusts
  • Estate planning resources, tips and tricks

Registration is now required for MFLN webinars. You can register for this event here. Here you can also find resources, a copy of the presentation slides, and join the webinar on Sept. 15 at 11 a.m. ET.