What Is an Estate Plan and Why Does Every Adult Need One?

This course, “What is an estate plan and why does every adult need one?,” will explore the elements and documents generally involved in a foundational estate plan, discuss what each document does and why it is needed, and talk a bit about governing laws. It is intended to provide a broad overview for practitioners who are new and/or transitioning to estate planning, but will also assist more experienced practitioners in thinking about new ways to discuss estate planning with their clients.

Presented by: Phoebe Stone, JD, MA (Bioethics)

CLE: 1.0 General credit

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AR, AZ, CT, ND, MO, NH, & TX are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

Note: WealthCounsel does not offer CFP/CPE credit for this recorded webinar.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.