Estate planning – the generational transfer of wealth – can be an important financial planning tool for people regardless of the size of their estate. In this recorded webinar, Lisa Mrkall, CPA, MBA, Partner, and Adam Ohar, CPA/ABV, Principal, discuss important estate planning documents such as wills, financial power of attorney, advance health care directive, HIPAA authorization and more. Further, they discuss the tax implications of estate planning – and the lack of estate planning on the heirs left behind. This basic yet comprehensive webinar is a valuable tool for anyone wanting to understand how to protect and pass on assets to loved ones.
Watch the recorded webinar here on our YouTube channel.
View the webinar slides here as you watch.
