Prepare Your Estate | Letters to Loved Ones

A Letter to My Loved Ones: Preparing your Estate

Air Date: March 20, 2024

Duration: 1 Hour

Insights into Organizing, Documenting & Communicating Your Estate Plans

When it comes to estate planning, there is a common notion that time will always be on our side. However, the reality is the right moment to plan for the future is now. Letters to Loved Ones: Preparing Your Estate webinar shines a light on the importance of proactive estate planning. It’s not just about ensuring your legacy; it’s about securing financial stability for your loved ones and navigating the complexities of wealth management with confidence.

Join Brian Staats and Shaun Kellar as they explore the steps to ensure your wishes are honored and your legacy is preserved, offering peace of mind to you and your loved ones. They will delve into the Letters to Loved Ones guide, a document aimed at simplifying the process for your family to manage your affairs with clarity and according to your wishes.

Topics Include:

Advisors & Financial Information
Cataloging Assets & Investments
Legal Instruments – Wills & Trusts
Advanced Directives & Powers of Attorney

Speakers:

Shaun Kellar:

My role provides the opportunity to solve a variety of client challenges. As a wealth consultant focused on holistic financial planning, there are many levers that require strategic recommendations before they are pulled.

Brian Staats:

I have always had a passion for problem solving. My career as an accountant and consultant has given me a lot of opportunity to help my clients solve business and tax problems. I always listen to the client first and learn what their needs are so I can better help them.