irrevocable trust

Webinar in Review: The Big Four - Understanding Estate Documents

Tim Wyman Contributed by: Timothy Wyman, CFP®, JD

Missed the webinar? Don’t worry, there’s a recording!

See the below time stamps to listen to the topics you’re most interested in:

  • What is estate planning? (Minute 0:30)

  • Current Estate Tax Environment: (1:40)

  • Last Will & Testament: (5:20)

  • Revocable Living Trust (11:30)

  • Durable Power of Attorney- Finances/ Property (12:10)

  • Durable Power of Attorney- Healthcare (13:20)

  • Asset Titling & Beneficiary Designations (14:30)

  • Resources (15:50)

Timothy Wyman, CFP®, JD is the Managing Partner and Financial Planner at Center for Financial Planning, Inc.® and is a contributor to national media and publications such as Forbes and The Wall Street Journal and has appeared on Good Morning America Weekend Edition and WDIV Channel 4. A leader in his profession, Tim served on the National Board of Directors for the 28,000 member Financial Planning Association™ (FPA®), mentored many CFP® practitioners and is a frequent speaker to organizations and businesses on various financial planning topics.