Why do you need an Estate Plan?
Join TIAA Wealth Management Consultant Denise Lambert as she explains what you need to know about wills, asset ownership, and beneficiary designations. In this session you will:
- Take away questions for your attorney to create an effective estate plan.
- Become familiar with basic documents needed for your plan.
- Prepare for health care and financial decisions if you become incapacitated.
- Evaluate the potential for estate taxes.
See the event flyer for more details on this free session from 12:00 – 1:00 pm on March 22 and 23, 2018.