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Estate Planning Basics: When, Why, and How

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PRESENTED BY:

Kollauf-Richard-slate

Richard Kollauf, JD, CPA, CFP®, AEP®
Principal
SVA Certified Public Accountants

 

Schramka on Slate

E.G. Schramka,CPA,JD,ABV,PFS,CIRM
Principal
SVA Certified Public Accountants

 

EVENT DETAILS:

Everyone has an estate and should have a plan in place to protect their assets and family when they are unable to. Your estate includes everything you own including physical assets, intangible items (such as digital assets, insurance, and savings), and even your debt obligations.  Estate planning is the process of outlining in advance the people or organizations who will receive your assets and the management of how those assets will be received. It also is your opportunity to establish your wishes for how and by whom your minor children might be cared for.

Watch as we shared the when, why, and how of estate planning including:

  • Planning early as you start to build your assets
  • Planning for the wealth accumulation phase
  • Planning with an eye to retirement

We discussed the vital role of documents including:

  • Wills
  • Trusts
  • Power of Attorneys