Planning for the Future: An approach for the whole family

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Program Description

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Legacy planning is a process that transcends money – defining your legacy is a personal, often confusing and complex process. It encompasses your family, your values, your wealth and a strong desire to that your wishes are fulfilled.

 Join Private Wealth Advisor Ziyah Esbenshade, CFP®, CRPC®, APMA® of Pell Wealth Partners and Amy O’Hara, Certified Elder Law Attorney and Partner at Littman Krooks LLP for an important discussion on how you can take steps to create a detailed plan for your future. During this session we will cover:

  •  How to begin difficult conversations with loved ones surrounding legacy and estate planning
  • Tax strategies for passing down wealth and leaving a legacy
  • Practical steps you can take to articulate your final wishes
  • Basics regarding estate planning documents, beneficiary information, and insurance policies

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