National Make a Will Month: A Thinking Consumer’s Guide to Wills

August is National Make a Will Month, but having a will is only the beginning of protecting yourself and the people you love. Many Americans believe that once they sign a will their planning is complete. In reality, the most important goal is not simply having a will, but creating a coordinated estate plan that works when your family needs it most. This practical consumer webinar will help you understand the key decisions that affect your family, finances, health care, and legacy. You will learn what a will does and does not accomplish, why beneficiary designations and account titles can override your documents, how to choose the right people to make financial and health care decisions, when trusts may be appropriate, how to protect loved ones with special needs, and why insurance and financial planning are essential parts of an overall plan. The program will also discuss common mistakes families make, how to avoid unnecessary conflict and expense, and why regularly reviewing your plan is just as important as creating it. Designed for thoughtful consumers rather than professionals, this webinar will provide practical, actionable guidance to help you move beyond simply “having a will” toward building a complete estate plan that protects your family, reflects your values, and creates greater peace of mind.

Speakers: Thomas Tietz; LaTanya Greer; Sonia Muñoz Gallagher; and Martin Shenkman