Making An Impact: Estate Planning Explained With Keuka College

Описание к видео Making An Impact: Estate Planning Explained With Keuka College

John G. Ullman & Associates & Keuka College are excited to bring you a recording of this in-person Estate Planning event. Topics covered include:

An Introduction to Estate Planning
What is Estate Planning? What Does it Offer?
Why is Estate Planning Important?
How Do I Leave My Assets?
The Will - What is it? What Does it Do?
Trusts - What Are They? What Types?
Beneficiaries Explained
Ownership & Other Entities
Taxing Your Estate
Where Should I Put Charitable Bequests in My Estate Plan?
Real Estate Planning Examples & Considerations
Common Ancillary Documents
The Role of a Financial Advisor in Estate Planning

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