Have you thought about what happens to your assets and your loved ones if the unexpected occurs? Join us for this thoughtful and informative session with Theresa Malmstrom, Director of Wealth Planning Strategies at TIAA, designed to help you take the right steps now for peace of mind later. We'll cover lifetime planning essentials including powers of attorney, living wills, healthcare proxies, and charitable giving strategies, as well as important estate planning topics like wills, beneficiary designations, asset transfer, and a helpful overview of estate and inheritance taxes across states. It's never too early to start planning your legacy.

In Session #6, our subject matter experts will cover:

Lifetime Planning

• Key legal documents — durable powers of attorney, revocable trusts, living wills, and healthcare proxies to protect your wishes before incapacity
• Gifting strategies — options for transferring wealth to loved ones and charitable organizations during your lifetime

Planning for Death

• Wills and trusts — essential documents for directing how your assets are distributed and avoiding probate
• Beneficiary designations and asset transfer — how assets pass to heirs, the difference between probate and non-probate assets, and why keeping beneficiaries current matters
• Estate and inheritance tax planning — strategies to minimize taxes and a state-by-state overview of what your heirs may owe

There will also be time at the end of the session for live Q&A.

Download your Passport to Retirement to keep track of your progress and take notes!

Register online for the webinar