Overview

Estate planning is not exclusive to the wealthy because it encompasses more than money. It puts in place your directives for healthcare, the guardians you want for your children and ultimately the division of your assets. For those just beginning to think about estate planning or want a refresher, this session will cover the foundational aspects of wills, trusts, powers of attorney, and health care directives. Our goal is to guide you in making an informed decision as you plan your financial future.

  • What is Estate Planning? 
  • The Benefits of Estate Planning 
  • Understanding Wills, Trusts and More

Alynne Zielinski, Director of Financial Planning, Marcum Wealth

Neither tailored services nor the background of your financial professional should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Marcum Wealth is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.