13
May
Why Estate Planning? Why Now?
Description
Life is unpredictable. Preparedness is everything.
Join this informative session and learn:
• What your family could face if you die without an estate plan
• Why an outdated estate plan could be worse than no estate plan
• What you need to know before naming an IRA beneficiary
• How changing tax laws could blindside you or your heirs
• How to know if your estate plan needs to be updated
• How to get started creating or updating your estate plan
Presented by Wealth Management at UW Credit Union