Search our Blog

Search our Blog

Thursday, September 9, 2010

Surprising Things You Don't Know About Wills

Estate planning is an essential step in preparing for your future. For the protection of your family and your assets, it is crucial to have a thorough understanding of certain terms and various legal instruments when looking to accomplish your basic estate planning goals.

On Wednesday, June 16, we held an educational webinar for our CSAs, "Surprising Things You Don't Know About Wills." Presented by J. Mark Fisher, Author and Speaker on estate planning, Fisher addressed on the following topics:
  • The expense of bond premiums, required of the person managing your estate if there is no will, may be waived in the will and possibly avoided.
  • Real estate and other assets may be sold without court proceedings if your will adequately authorizes it.
  • A trust may be created in a will whereby the estate or a portion of the estate will be kept intact with income distributed for the benefit of members of the family or others.
"Most individuals are surprised to learn that a will does not control everything upon death and many are confused about Power of Attorney issues, including HIPAA (Health Insurance Portability and Accountability Act)" - J. Mark Fisher

The Society of Certified Senior Advisors produces monthly webinars for our CSAs. This is only a small portion of the vast array of benefits offered to our CSAs that range from ongoing education to professional development.

To request a copy of this webinar, contact us at

blog posting by Society of Certified Senior Advisors