Presented by Whitney Patience O'Reilly on February 16, 2021.
Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this webinar, Whitney O’Reilly covers the basics of a good estate plan and reviews the most important clauses to include in wills and trusts, the designation of executors and trustees (including a back-up plan), minor provisions, and tax planning. She shares real-life examples of the dire See more +
Presented by Whitney Patience O'Reilly on February 16, 2021.
Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this webinar, Whitney O’Reilly covers the basics of a good estate plan and reviews the most important clauses to include in wills and trusts, the designation of executors and trustees (including a back-up plan), minor provisions, and tax planning. She shares real-life examples of the dire consequences of lacking an estate plan and will provide tips to ensure your estate plan protects your family. See less -
