The Missing Pieces: Planning Today for Your Family's Future | Webinar

When your estate planning attorney, financial planner, and trust company operate independently, important details can be missed when your loved ones most need clarity. Join us for a pre-recorded webinar that turns separate strategies into a coordinated plan your family can count on. MEET OUR PRESENTERS Megan Burke / Financial Advisor, Edward Jones Rebecca James / Trust Advisor, Parkside Financial Tabitha Atwell / Estate Planning Attorney, Danna McKitrick, P.C. SEMINAR OVERVIEW There are many considerations when planning for the future of your family. Proper estate planning documents and financial planning are key pieces of the puzzle, but important questions often remain. What if your family members aren’t good with money? What if you don’t want to burden a family member with these jobs? Should a professional trust company be part of your plan to manage assets in the future? DISCUSSION INSIGHTS Our speakers have coordinated a real-world case study that walks through how an estate plan, financial plan, and trust company work together to support your needs and wishes for the future. Viewers will learn: ■ What can go wrong when these pieces are not aligned ■ When it makes sense to involve professionals ■ How to reduce the burden placed on your family members ■ How to build a plan that functions clearly when it matters most The choice of a lawyer is an important decision and should not be based solely upon advertisements.