Estate Planning for Your Family’s Financial Future
About this event
Transitioning from one stage of life to the next introduces new opportunities for joy – but also complexity. From marriage to having children, all the way to retirement and beyond, having an estate plan in place is the key to embarking on these new adventures with confidence. Join estate planning specialists, Mary Louden and TaraLynn Reinhart, as they guide us through the process of establishing a concrete estate plan and share considerations to keep in mind as you move through the different stages of life.
After this virtual event, you’ll better understand:
- The benefits of having an estate plan
- What documents are required to feel at ease with your plan
- The important decisions you’ll need to make at each stage of family life
Meet your presenters:
As the director of estate planning, I strive to help clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. I enjoy speaking with and educating clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes the personal goals of their family. I am committed to bringing value to clients by offering timely, strategic, and creative guidance to help clients create estate plans that address their specific needs.
As an Estate Planning Lead Advisor, I guide clients through important life events and help them align their estate and legacy planning with their current and future circumstances and priorities. Whether it’s starting a family, selling a business, creating a charitable foundation, or ensuring their loved ones are secure, I thrive on understanding what each client needs to live a richer life and providing them an individualized framework to achieve that goal into future generations.
