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Estate Planning for Millennials

October 24, 2017 at 8:00am6:00pm (PST)
DoubleTree Suites by Hilton

Speaker

DoubleTree Suites by Hilton, Santa Monica
1707 4th St, Santa Monica, CA 90401

"Bridging the Gap: Navigating Multi-Generational Financial Planning"

Financial Planning Association

Megan Rivetti & Laura Chooljian, Estate Planning for Millennials

A lecture on estate planning principles, with a particular focus on the needs of the Nexgen/Millennial Client.
Learning Objectives:

  • Overview of the components of an estate plan and benefits
  • Ways to address the attitudes and objections of Millennial clients
  • How to plan for incapacity during lifetime
  • Ways to transfer assets upon death
  • Tax Considerations
  • Additional components of an estate plan, e.g. Naming a digital fiduciary for digital assets
  • Comparing online legal document services vs. private attorney services
  • Top reasons to start estate planning under the age of 40