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Protecting You and Your Loved Ones: Estate Planning for Consumers - Emil Estafanous, CPA : Emil Estafanous, CPA

Protecting You and Your Loved Ones: Estate Planning for Consumers

Protecting You and Your Loved Ones: Practical and Vital Estate Planning Information For Consumers in Plain English

Date:  October 18, 2011 during 2:30 pm e.t.
Duration: 1 hour
Martin Shenkman, CPA, MBA, AEP, PFS, JD
Lisa Featherngill, CPA/PFS

Registration Information


Webinar Presentation (not nonetheless available) | Presentation Materials (not nonetheless available) 

Consumers contingency take active stairs to strengthen themselves and their desired ones.  Estate formulation integrates financial planning, retirement planning, formulation for incapacity and health issues.  A common myth about estate formulation is that it is something usually rich people should do before they die.  However, estate formulation is an critical partial of life, regardless of wealth.  Planning for a insurance of your resources and flitting them to your heirs is an essential routine and one that should be undertaken with your many devoted advisor, your CPA financial planner.

In this web seminar, Martin Shenkman, CPA, PFS will lead we in a unsentimental and distinct contention of pivotal estate formulation concepts that impact everyone, including:

Steps in a estate formulation process
Building blocks of your estate plan: Documents, Insurance, Financial Planning, and Special Issues
Estate formulation with courtesy to giveaway giving and ongoing illness
How your CPA financial planner can facilitate your estate formulation and save we time and money

This is a free, one-hour seminar. Continuing preparation credit is not being offering for this event.

About Emil Estafanous, CPA
Certified Public Accountant (CPA) Tax Professional committed in representing taxpayers and resolving their tax problems.

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