Cover Your Assets: Will and Estate Planning with Northwestern Mutual

Описание к видео Cover Your Assets: Will and Estate Planning with Northwestern Mutual

In honor of "Make a Will Month" (August), FAI is working with Wealth Management Advisor Jeff Hammer of Northwestern Mutual to help advise our community on best practices in building a will and estate planning. Jeff has special expertise in nonprofits and intellectual property that illustrates how this crucial topic is especially relevant for the folk community.

A well-prepared will is essential because it ensures your assets go to the right people and causes after you pass away. It lets you decide who gets property and possessions–that includes intellectual property. This is crucial if you have dependents, as you can name their guardians. A will also helps prevent family conflicts, reduces taxes on your estate, and gives you peace of mind knowing your wishes will be followed. It's a way to control your legacy and provide for your loved ones even when you're not there.

The webinar will cover:
• Common Elements of an Estate Plan
• How to Adapt the Plan as Life Changes
• How to Develop an Estate Plan
• Personal Records & Asset Inventory
• Estate Planning Checklist

About Jeff Hammer, CFP®, ChFC®
Firmly believing that people value differences and not similarities, Jeff’s career has frequently enjoyed taking the road less traveled. His national financial planning practice integrates personal, business, estate, and philanthropic financial planning, with a focus on positively impacting 1,000,000 people through the planning executed with his clients, their businesses, charitable organizations, and financial literacy programs.
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