Preserving Your Savings for Future Generations


Join this Hoos Well reward-eligible webinar to learn more about estate planning and preserving your assets.

Financial Well-Being Webinar Series logoLearning Objectives:

  • Understand what assets are potentially taxable and how they might be distributed. 
  • Learn the importance of a living will and health care proxy. 
  • Review the basics of trusts, gifting, and possible insurance replacement strategies.

 

Register for this Hoos Well reward-eligible webinar