Prioritizing Your Estate Plan

We work our whole lives to accumulate our wealth and most prized possessions. Unfortunately, we cannot carry these assets with us after leaving this earth. Though it isn't a pleasant thought to consider what will happen to our possessions after we've passed on, it's necessary to outline your last wishes to ensure those you leave behind are not burdened with your legacy.

Learn more by watching our on-demand webinar "Prioritizing Your Estate Plan" with Carson's Sarah Duey, Vice President, Trust Services, and Tom Fridrich, Senior Wealth Planner. They cover:

  • Structuring an estate plan
  • Creating a last will and testament
  • The advantages and disadvantages of a trust
  • Hiring an estate planning attorney
  • And more!

Fill out the form to watch the on-demand presentation at your convenience. If you have any questions, please reach out to your advisor.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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