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Estate Planning 101

Webinar Summary

Catholic United Financial and Attorney Rachel Schromen invite all to attend this webinar that will inform you on the basics of estate planning and incapacity planning. Attorney Rachel Schromen will present on the basic elements of estate planning, and will share the vital points of having the correct documents in place to ensure control and care should you or a loved one become medically incapacitated.

The presentation is followed by a Q&A session with Ms. Schromen and Advanced Case Specialist David Schronhardt of Catholic United Financial.

The information in this presentation is based on our understanding of the laws and regulations currently in effect. Catholic United Financial is not permitted to provide legal or tax advice. Consult your personal legal or tax advisor with questions about your specific situation.