Estate Planning 101: Share Your Love
Why should you take the time to plan your estate? Many people think they can wait until they are much older before they can make an estate plan ‑ the odds of anything happening to them are so low, so they make estate planning a low priority. Others think that they don’t have enough assets to warrant an estate plan. The fact is that some people will be faced with an unexpected illness or a tragic accident. Having a plan in place will ensure transfer of assets to your loved ones. No matter the extent of your assets, you doubtless want to choose who will ultimately benefit from them.
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Watch this webinar hosted by Equitable to learn more about Estate Planning and the steps needed to make sure your loved ones know how you have planned. Walk through the process with Stephen B. Dunbar III, JD, CLU an Executive Vice President of Equitable, who has built a thriving financial services practice where he empowers others to make informed financial decisions and take charge of their future. Dunbar oversees a territory that includes Georgia, Alabama and Florida. He is also committed to the growth and success of more than 70 financial advisers.
The estate planning process will accomplish two important goals. The ultimate goal is for you to complete the legal documents that will guarantee that your assets are transferred according to your wishes. But the process of reading through and answering the questions in the Share Your Love Family Discussion Guide will facilitate discussions with your loved ones – discussions that you may have found difficult to initiate up until now. As you go step by step through the guide, you will note each of your important assets and documents and will be able to talk with family members about your wishes regarding these assets.
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