Webinar on Collaborative Estate Planning
If you or someone you know is interested in preparing for end of life care, estate planning is important. In order to accomplish this, we’re here to guide you in the right direction. Consider tuning in to our free webinar on Friday, June 18th @ 12pm EST via Zoom. We will be discussing what questions to ask yourself and what needs to be done. Collaborative estate planning is a specialty of Aubrey Harry Ducker Jr. and he will be leading the presentation.
CPLS PA is inviting you to a scheduled Zoom meeting.
Topic: Collaborative Estate Planning Paradigm: New Ways to Protect Clients
Time: Jun 18, 2021 12:00 PM Eastern Time (US and Canada)
Join Zoom Meeting
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Meeting ID: 817 5052 0977
Passcode: 608365
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Meeting ID: 817 5052 0977
Passcode: 608365
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What is Collaborative Estate Planning?
The collaborative estate planning process is client-centered and future focused. This is where your advisor engages in mutual communication, cooperation, and coordination. Working in tandem, clients benefit from powerful oversight and collective wisdom that can be attained only by working with a skilled professional. Aubrey Law is an experienced estate planning lawyer who can guide you to help in many facets of the process. His course of approach helps result in:
- Potential cost-savings
- Fewer mistakes
- Better advice and confidence in the plan
- Fewer discussions since topics are covered thoroughly
What Are The Benefits of Collaborative Estate Planning?
It is critical that you ensure that you are planning for the future and foreseeing as much as possible. There are many things that you must think about when estate planning. In fact, it is quintessential to consider all the ways it can help such as:
- Minimize taxes, court costs, or unnecessary legal fees
- Protect assets from creditors
- Successfully transfer a business
- Use insurance to provide liquidity and replace income in case of disability or death
- Give detailed instructions for care in event of disability
- Name appropriate executors, guardians, and trustees for loved ones to carry out your wishes.
Are you ready to register? Sign up today for this free event!