Estate planning helps bring clarity, organization, and stability to you and those you care about. In this webinar, we’ll break down the basics of estate planning and explain the essential steps you can take to help conserve your assets and make things easier for your loved ones.

This webinar will cover: 

• What estate planning is and why it’s important
• Key documents like wills, beneficiary designations, and powers of attorney
• How probate and living trusts work
• Important conversations to have with family about your wishes

This seminar is presented by Financial Advisor, Matthew Corman CFP®

Financial Advisor, Matthew Corman CFP®
866-300-9382, option 4
matthew.corman@suncoastcreditunion.com