Video: Estate Planning Essentials for Everyone

October 12, 2017

Recording | Presentation Material

Estate planning is an often overlooked element of financial wellness, it is estimated that over half of Americans do not have an up-to-date estate plan! For Estate Planning Awareness Week, 360 Degrees of Financial Literacy and the AICPA PFP Section bring you this consumer-oriented video from Brooke Salvini, CPA/PFS. She talks about the importance of estate planning, what documents you need, how to overcome obstacles in creating a plan, and where to turn for help.