Estate planning is one of the most important steps you can take to protect yourself and the people you love. Join us for this comprehensive session led by guest speaker Professor James Benedek of Pitt Law's Elder Law program. Prof. Benedek will cover the essential building blocks of a sound estate plan, including wills, trusts, powers of attorney, and advance directives, as well as probate basics, estate and gift tax considerations, and planning for major life events such as divorce or caring for minor children. We'll also address the growing importance of digital assets and online accounts, and highlight common estate planning mistakes to avoid. The session will close with a Q&A and open discussion, giving you the opportunity to ask questions and engage.

In Session #7, our subject matter experts will cover:

• Wills, trusts, and powers of attorney — the essential building blocks of a sound estate plan 
  and how each tool protects you and your loved ones
• Advance directives — documenting your healthcare and financial wishes so the right people 
  can act on your behalf
• Probate basics and asset transfer — how the probate process works and strategies to 
  simplify passing assets to your heirs
• Estate and gift tax planning — strategies to preserve your wealth
• Life events and digital assets — how divorce, minor children, and online accounts should 
  factor into your estate plan
• Common mistakes to avoid — pitfalls that can undermine even a well-intentioned plan

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

Register online for the webinar