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Estate Planning Basics Webinar Replay

May 14, 2021

We were thrilled to have Anne Wenger with us to talk about estate planning during our last webinar. Estate planning can bring up some difficult conversations, but is a vital part of any financial plan. We stress the importance of an estate plan with our clients because we know that with a plan, you can make sure your wishes are communicated and ensure that your loved ones are taken care of no matter what happens.

Anne gave an hour-long discussion on the basics of estate planning and answered some of the most frequent questions we hear. Such as:

  • Why create an estate plan?
  • What exactly is a trust?
  • What exactly is a will?
  • What is probate and why do we want to avoid it?
  • When is a durable power of attorney necessary?
  • Why is it important to have an advance health care directive?


Thank you to all who attended and to those who provided feedback. Although this was one of our most attended webinars that we have hosted, we know that not all who wanted to attend were able to. So, we hope this replay can be a resource for you.


Make sure you keep an eye out for our next webinar on Medicare. Each quarter, we will be covering a different topic that is sure to be very informative!