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[Video] Client Insights: Estate Planning: More Than Just a Will

05.05.21 // Planning & Retirement // Blog Article


 

Contact us if you have any questions related to your estate planning objectives or any other questions about effectively preserving and passing along your wealth according to your objectives.



The webinar features two of our Raymond James senior trust advisors, Paula Lester and Damian McGrath. Paula and Damian tackled many important subjects for individuals and families to consider when forming their estate plans.

During the webinar, you will hear:

  • Why estate planning goes beyond just having a will (which should be reviewed regularly and updated as needed)
  • The role of an executor is not only important, but complex and choosing your executor should be carefully considered
  • Incapacity planning should not be overlooked and the importance of having power of attorney for both your finances and health are critical
  • How to plan a legacy and charitable giving for your family

 

 

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