On March 13, my firm held the third live webinar in our Financial Boot Camp series titled “Estate Planning: Introduction to the Essentials” which was recorded and is now online.

Alex Oliver from First National Corporation and Sean Hagan from Eskow Law Group discussed a variety of topics. Please view the webinar and skip to the topics most relevant to you:

https://register.gotowebinar.com/recording/2994544496893768193

  • 00:00: Introduction
  • 04:23: The importance of estate planning and why we procrastinate
  • 08:21: Defining estate planning and the benefits of a plan
  • 11:24: Federal and state estate tax
  • 13:03: Estate planning process
  • 16:33: Special situations
  • 20:34: Sean Hagan introduction
  • 23:15: Estate planning tools
  • 24:38: Last will & testament
  • 29:26: Trusts
  • 35:26: Durable power of attorney
  • 37:09: Health care proxy
  • 38:53: HIPAA Authorization
  • 39:49: Living will or advance directive
  • 43:44: Gift planning
  • 49:26: Take action and monitor the plan
  • 52:02: Conclusion