Ways to Strengthen Your Estate Plan (Webinar Recording)
When was the last time you reviewed your estate plan for outdated information or missed opportunities? If you’re interested in an estate planning check-in, make sure to listen to our panel of experts for helpful tips on risk management and legacy planning.
You’ve spent decades planning, saving, and investing, so that you and your loved ones can live comfortably. Chances are that you have an estate plan in place as well. But, when was the last time you reviewed it for outdated information or missed opportunities?
Listen to our panel of experts on risk management and legacy planning, featuring Elie Foy, an estate planning attorney at Wyrick Robbins Yates & Ponton LLP. This estate planning check-in covers
- the top five documents to include in your estate plan,
- the most overlooked aspects of estate planning, and
- important questions you should be asking about insurance.
This webinar recording begins with an update on current market conditions from CAPTRUST Chief Investment Officer Mike Vogelzang.
To download a copy of the transcript, click here.