Effective Estate Planning

Effective Estate Planning
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Online Event

Couldn't make the webinar? No problem. Register by clicking the button above and we’ll send you a link to the recording.
When was the last time you updated or reviewed your estate plan? Or maybe even created one?
While estate planning is not the most cheerful topic, it is first and foremost a way of protecting your loved ones -- a way of taking some control over financial concerns, both during your lifetime and after your death. Many people find January is a great time to focus on estate planning as part of a fresh start to the new year.
Join Lila Quintiliani, MOAA’s program director of financial and benefits education/counseling, along with special guest (and MOAA member) Daniel Kopp, MA, MS, CFP®, for a discussion on effective estate planning. This webinar will cover ways to incorporate estate planning into a holistic financial plan, and help you understand the five major factors that go into every estate plan: 

  • Beneficiaries: Who will get your assets?
  • Method of Distribution: How will your beneficiaries receive everything? 
  • Successor Trustee/Executor/Financial Power of Attorney: What person (or people) will make financial decisions for you in the event you cannot?  
  • Health Care Power of Attorney: What person (or people) will make health care decisions for you in the event you cannot?
  • Guardian (if necessary): What person (or people) will have legal custody of any minor children?

Webinar attendees also will learn the differences between a will and a trust, how to integrate federal and state estate tax laws into your estate plan, how to optimize charitable giving in your plan, and when and how to reassess your plan as your life changes. Plus so much more!
Join us Jan. 10 and learn more about this important financial step for you and your family. Want to get organized before (or after) the webinar? MOAA Premium and Life members can save with Everplans and simplify the planning process by consolidating critical information in an accessible, but secure, digital vault.

Event Speakers