Estate Planning 101: What You Need to Know About Wills, Trusts & More

Estate planning is about more than legal documents. It’s about making sure your wishes are carried out, your loved ones are protected, and the people you trust know what to do when the time comes.

In this webinar, our team walks through the key pieces of an estate plan and some of the most common questions we hear from families.

We cover:

• Wills and trusts

• Powers of attorney

• Healthcare directives

• Beneficiary designations

• Common estate planning mistakes to avoid

• When you should review or update your estate plan

• How your estate plan fits into your overall financial plan

Whether you’re creating an estate plan for the first time or haven’t looked at yours in years, this webinar is a great place to start.

At Wealth | KC, we believe estate planning and financial planning should work together to help make sure your finances reflect what matters most to you and your family.