Description

Estate planning isn't just for the wealthy or the elderly – it’s essential for anyone who wants to steward their family’s future with care. In this webinar, Everence will walk you through the essential documents everyone needs at the end of life. You'll also learn something that surprises many people: your will doesn't control your IRA. Beneficiary designations and account titling often carry more weight than your will, and getting those details right can mean the difference between your assets reaching your family and your favorite causes or losing a significant portion to taxes. Whether you're starting from scratch or your plan is overdue for a review, you'll leave with a clearer picture of what it means to steward well – not just in life, but beyond it.