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Advisor's Forum - Wills vs. Trusts: The Basics

Evershore Financial Group

Tuesday, August 20, 2013 from 12:00 PM to 1:30 PM (EDT)

Orlando, FL

Advisor's Forum - Wills vs. Trusts: The Basics

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Type End     Quantity
Advisor's Forum Ended Free  

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Event Details

Join us for the next Advisor's Forum Webinar.

This program is free, without obligation, and is approved for continuing education credits*. It is designed to help you learn how the advisor team can collaboratively and effectively develop strategies for clients.

Wills vs. Trusts: The Basics

Presenter: Lewis W. Dymond, Jr., JD

This presentation discusses the differences, as well as the similarities, between a Will-centered estate plan and a Revocable Living Trust-centered estate plan. We will cover how the two types of planning addresses the following elements of a good estate plan:
(1) Lifetime control
(2) Disability planning
(3) Tax planning
(4) Funding - assett titling and beneficiary designations
(5) Estate administration
(6) Beneficiary planning


Lunch will be provided.

This webinar is part of a monthly interdisciplinary series offered through The Advisors Forum and hosted by Estate Planning and Legacy Law Center and Evershore Financial Group.

*One Certified Financial Planner (CFP) credit has been awarded. Outlines will be available for application of Certified Trust, Financial Advisor (CTFA) credit and Continuing Legal Education (CLE) credit.

Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Lewis Dymond, Jr., JD EM 13-0258 DOFU 08/2013 708070

Have questions about Advisor's Forum - Wills vs. Trusts: The Basics? Contact Evershore Financial Group

When & Where



Evershore Financial Group
1900 Summit Tower Blvd
#450
Orlando, FL 32810

Tuesday, August 20, 2013 from 12:00 PM to 1:30 PM (EDT)


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Organizer

Evershore Financial Group

Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated.

Speakers and hosts of any outside events may not be affiliated with Securian Financial Services, Inc. or Evershore Financial Group. Securian Financial Services, Inc. and Evershore Financial Group do not offer tax or legal advice. You should consult your tax and/or legal advisor regarding your own situation. Securian Financial Services, Inc. and Evershore Financial Group make no representation as to the completeness or accuracy of the information provided and disclaims any responsibility for, or endorcement of, the recommendations made or content included in an unaffiliated party's presentation.

Evershore Financial Group is headquartered in Palm Beach Gardens: 3300 PGA Boulevard, Suite 100, Palm Beach Gardens, FL 33410. 800.936.4310. EM 12-0095 DOFU 05/2012 503318

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