Advisor's Forum - Wills vs. Trusts: The Basics
Tuesday, August 20, 2013 from 12:00 PM to 1:30 PM (EDT)
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.
*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
When & Where
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