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September Webinar: Estate Planning as Your Emergency Playbook
What do we do when the unthinkable happens?
When a spouse, parent, or loved one suddenly faces a severe cognitive or physical decline?
When there’s an earth-shattering diagnosis?
And is there actually a way to plan for that?
Most view estate planning as a stack of legal documents and a tax strategy for transferring wealth once we’re gone. But in reality, an estate plan is your family’s emergency playbook.
On September 23rd, Michelle V. Muhammed, CFP®, CDFA®, ChFC® will be hosting a live webinar, joined by attorneys Suzy Eckstein and Lillie N. Nkenchor to discuss how to build a plan to help navigate when the unthinkable happens. They’ll explore:
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Navigating cognitive and physical decline
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Managing family expectations and friction
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Healthcare Proxies
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Durable Powers of Attorney, and
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How to maintain continuity, even in crisis.
They’ll also discuss how your advisory team can help handle planning so you can be present for your family. Click the link below to register!
Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor.
Stratos Wealth Partners and M&M Wealth Advisory are separate entities. This information is not intended as tax or legal advice. Please consult a legal or tax professional for information regarding your individual situation.
