In this webinar you will learn:

·     Why estate planning matters for protecting your family, assets, and wishes.

·     The essentials: wills, trusts, powers of attorney, healthcare directives, and beneficiaries.

·     When life changes may signal it’s time to update your plan.

·     Who to include on your estate-planning team.

·     Practical next steps to start or revisit your estate plan.

Co-Presented By: Karen Stockmal, Esquire of KMS Law Offices, LLC

and Dean Mioli, CPA, CFP®, Director of Investment Planning, Citadel Wealth Management