Description
Estate planning is not just about what happens after you die. It is about protecting yourself, your family, and everything you have spent a lifetime building.
In the final installment of this webinar series, I break down the key estate-planning documents, the difference between wills and trusts, how probate works, why beneficiary designations matter, and how taxes can affect what your heirs ultimately receive.
We also discuss inherited retirement accounts, the step-up in basis, Roth conversions, and some of the most common estate-planning mistakes families make.
In this webinar:
• The core estate-planning documents
• Wills versus trusts
• How probate works
• Beneficiary-designation mistakes
• The step-up in basis
• Inherited IRA rules
• Roth conversions and legacy planning
• A practical estate-planning checklist
Estate planning is not just about the money. It is about making sure the people you love are protected and your wishes are carried out.
Subscribe to the channel for more conversations on taxes, retirement, estate planning, and building long-term financial security.
This content is for educational purposes only and should not be considered personalized legal, tax, or investment advice.
Date and Time
Tue, Aug 25, 2026
11:00a - 11:30a CST
Location
Youtube: https://www.youtube.com/watch?v=gGA-WW4p5pQ
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