08/12/2026
Estate planning often begins with a few important questions.
Who do you trust to make decisions for you if you can’t? What do you want your plan to say? And if you already have a plan, does it still fit your life as it is now?
In this on-demand session, we’ll cover:
• The questions an estate plan can answer
• How taxes may affect what you leave behind
• When it may be time to put a plan in place or review the one you have
See how those questions come together in the full session: https://waymakerwa.com/insights/blog/safeguarding-what-matters-most-estate-planning-for-families/