Have you created an estate plan for your family? An estate plan is a map of how you want your personal and financial affairs to be handled in the future.
Presented by Dave Herwerden of WestPoint Wealth Management, LLC and Matthew M. Nee of Nee Law Firm.
An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.
In this seminar on Estate Planning Basics, you'll learn:
Why you need an estate plan.
Strategies to plan for incapacity, including special health care directives.
Wills, trusts, and life insurance.
Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax.
Advisory services offered through WestPoint Wealth Management LLC, a Registered Investment Advisor.
AGE GROUP: | Adults |
EVENT TYPE: | Education/Lifelong Learning | Business and Personal Finance |
Westlake Porter Public Library is an independent public library serving the residents of the city of Westlake, western Cuyahoga County and eastern Lorain County. The library is located at 27333 Center Ridge Road in Westlake, Ohio. Anyone who lives, works, owns property, or goes to school in Ohio can register for a free library card.
