Estate Planning: It’s Not Just for the Rich and Famous – Why Everyone Needs a Plan
Does the phrase “estate planning” conjure up images of old money being transferred from one affluent generation to the next?
You may be surprised to learn that you don’t have to be old or wealthy or famous to benefit from an estate plan, because estate planning is not just about the money. Estate planning is about making sure your wishes are known and honored, and achieving peace of mind – for you and your loved ones – regardless of age or net worth.
Register for this webcast and learn:
- Why all adults, regardless of age, benefit from estate planning.
- The three core elements to start a solid plan.
- Why do-it-yourself estate planning can be risky.
- The impact of recent changes in federal estate tax laws.
- How to ensure your plan remains a private matter.
- Mark McLennon, JD, CPA, CLU®, ChFC®, CFP®
Vice President – Investment Advisory Services, Northwestern Mutual
- Ruthann Driscoll, JD, CLU®, CFP®
Director – Advanced Planning, Northwestern Mutual
Previous Webcasts
Missed a webcast or want to share the information with family and friends? Follow the links below to watch a replay and to access supporting materials related to each webcast.
Worried about having enough money in retirement? Thinking of working a few more years just to be sure?
Watch the replay of our webcast featuring financial planning expert Rebekah Barsch as she shares insights and tips on how to make your money last throughout your retirement.
- Why many of the traditional approaches to retirement planning no longer apply
- How to avoid the risk of outliving your money
- Key steps you can take to ensure your money lasts as long as you do
Watch on-demand webcast 
Webcast Q&A
Additional Tools and Resources
Feeling overwhelmed or even paralyzed by the current financial situation? You’re not alone. Unemployment, shrinking home values, saving for retirement and politics are the key reasons why people feel financially uncertain.
Watch the replay of our webcast featuring financial expert Bill Taylor, JD, CLU—Vice President of Financial Planning. He shares tips on how to avoid being overwhelmed and discusses what you can begin doing now to gain control of your financial situation.
Watch on-demand webcast
Webcast Q&A
Additional Tools and Resources