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.
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 http://www.csa.us/ContactUs.aspx.
blog posting by Society of Certified Senior Advisors