Getting Your Own House in Order: The Personal Planning Session
Knowing what needs to be done is one thing. Actually getting your own financial and estate planning in order is another.
In this next session of The Decade That Decides Everything, Jennifer Kirby and Frank Granizo of Talisman Wealth Advisors are joined by estate attorney Rocco Seminerio for a practical conversation about the planning decisions you can make now, before a family transition or crisis forces you to act.
Together, they’ll walk through some of the important pieces of your own financial and estate planning, from beneficiary designations and Letters of Instruction to trusts, inheritance decisions, and the tax consequences that can come with them.
In this webinar, you’ll learn:
- What you can do now to strengthen your own family preparedness
- What a Letter of Instruction is, what it should include, and why it matters
- The pros and cons of trusts versus leaving an inheritance outright
- Why beneficiary designations deserve another look
- How inherited retirement accounts like IRAs and 401(k)s can create unexpected tax consequences for your heirs
You’ll also receive practical resources to help you begin putting these decisions into action, including a Letter of Instruction Guide and additional planning tools.
You don’t have to wait until something changes to get organized. Join us November 4 and start putting the pieces in place now.