Is Your Will Enough?

About this event

A will is an essential part of an estate plan, but it may not address every aspect of ensuring your wishes are carried out as intended. Understanding what a will does—and what it cannot do—is a critical step in protecting your assets and providing clarity for your loved ones.

In this educational seminar, Financial Advisor Douglas Parker, CFP®, will explain the role of a will within a broader estate plan and outline how tools such as trusts, joint ownership, and beneficiary designations work together. We will also review the probate process, including what it involves, why it exists, and potential considerations for those who wish to minimize its impact.

The session is designed to help you gain a clearer understanding of the different components of estate planning and how they may apply to your personal situation. By the end, you’ll be equipped with knowledge that can support informed conversations with your attorney or estate planning professional, and help you think more strategically about how your wishes can be carried out.

Disclaimer:

Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.