GoUSF: Common Estate Planning Considerations

Wednesday, March 27 12:00 PM - 1:00 PM

Online — Zoom

In life, nothing is certain, but you can help improve your overall financial well-being by creating an estate plan.  In this seminar led by TIAA, we will help you think through important lifetime planning issues and state planning techniques, including:

  • Preparing for health care and financial decisions to be made if you are not in a position to make them yourself
  • Determine whether lifetime gifts to your loved ones or charity should play a role in your planning
  • Knowing what questions to ask your attorney to execute an effective estate plan
  • Familiarize yourself with the basic planning documents to implement as part of your estate plan
  • Understanding the importance of asset ownership and beneficiary designations
  • Evaluating the potential for estate taxes

This seminar is part of the GoUSF Go Save, financial wellness series.