Estate Planning Webinar
by Financial Design Studio, Inc. / September 29, 2023When adult kids begin to care for their retirement aged parents, a lot of hard estate planning conversations start to happen. That’s why we made this Estate Planning Webinar.
In the recording of this webinar, Michelle Smalenberger, CFP (Financial Advisor at Financial Design Studio) and Heather Walser (Estate Planning Attorney and Shareholder at Lavelle Law) will walk you through how the professionals handle the legal and financial concerns; but more importantly, how to do it in the middle of your family dynamics.
Estate planning can be complex and messy; mistakes can be costly. If you still have questions about your estate plan and how these tips might apply to you, reach out!
Our team would love the opportunity to talk with you to see how we can bring confidence to your finances. Read here how we come alongside our clients and their estate planning attorneys to ensure a successful financial legacy.
Ready to take the next step?
Schedule a quick call with our financial advisors.
