We are pleased to invite you to an educational event on Tuesday, October 20th at 5:30pm PST, designed to make estate planning easier to understand and help you begin more productive conversations with your family and professional advisors.

Topic: Protect What Matters: Estate Planning Essentials for Life and Legacy

Estate planning is about more than transferring assets. It can help protect you during your lifetime, provide direction if you become incapacitated, and communicate how you want the people, pets, property, and causes you care about to be supported.

During this educational program, we will discuss:

·         The four foundational documents many estate plans include: a will, financial power of attorney, health care power of attorney, and health care directive

·         How wills, beneficiary designations, joint ownership, and properly funded trusts may affect the transfer of assets and the probate process

·         Planning for incapacity, late-life needs, and the potential impact of long-term care costs

·         Common trust and legacy-planning concepts, including revocable living trusts, credit shelter trusts, life insurance trusts, and charitable giving strategies

·         Federal estate tax concepts and state-specific considerations that may be relevant to Oregon and Washington residents

Why Attend?

Whether you are creating your first estate plan or reviewing an existing one, this session will help you identify important questions, understand common planning tools, and prepare for conversations with your attorney, tax professional, and financial professional.

Jon Allen is not affiliated or registered with Cetera Investment Services.  Any information provided by Jon Allen is in no way related to Cetera Investment Services or its registered Representatives.