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Plan Ahead - Estate Planning Basics
Mon, April 24, 2017, 6:00 PM – 7:30 PM PDT
It is never too early to learn about getting your personal and financial affairs in order. This seminar is a general overview of basic estate planning issues including the use of a will and trusts for handling your estate. Discussion will cover proper titling of assets, the importance of updating your estate documents and planning for incapacity. We will also review various techniques to maximize proceeds and the various options of disposition of your estate to your beneficiaries.
BECU Trust Services is a trade name used by MEMBERS® Trust Company under license from BECU. Trust services are provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust products not federally insured, not subject to credit union or affiliate guarantee, and may lose value. This presentation is for informational purposes only and is not intended to provide specific legal or tax advice. For specific legal or tax advice, please consult with your attorney and/or accountant.