Join me and LaRon Ramsden, financial adviser with Northwestern Mutual, on July 3 for a Facebook live-streamed, informal conversation about estate planning. Join the conversation during our Facebook Live event, The Eve of Independence Day: Exercise your right to plan for your loved ones. We go live at 3:30 p.m. Central on Tuesday, July 3.
We’ll break estate planning into its parts and explain how you can care for your loved ones if something happens to you. You’ll have the opportunity to interact with us in real time to ask questions or add comments. No cost. No obligation — just the information you need to make informed decisions about creating or updating your will or trust.
I’ve collaborated with LaRon in the past, and he brings a different perspective to estate planning than I do. As a financial advisor, LaRon helps clients grow, manage, and maintain wealth during their lifetime. As an estate planning attorney, I develop the legal arrangements that honor clients’ wishes at the time of their death. These wishes include the distribution of wealth and property. Our diverse approaches fit together well.
At the Facebook Live event, I’ll talk about forming your own emergency response team that will be activated when the time comes. What people need to be included on this team? What are their roles? What do we need to do to name them to the team?
Estate planning is for everyone, not just the wealthy, the aging, or the ill. It’s especially important when we hit one of life’s turning points:
- Marriage or divorce
- Birth of a child
- Buying a home
- Marriage of an adult child
- Birth of grandchildren
- Suffering a disability
- Moving into a nursing home
We’ll talk about your concerns and how to protect your family’s inheritance with a carefully developed estate plan. What are the burning questions you have about estate planning? Here’s a chance to get those questions answered and let us know what’s on your mind.
Please join LaRon and me for the Facebook Live event, Eve of Independence Day: Exercise your right to plan for your loved ones at 3:30 p.m. Central Time on Tuesday, July 3.