Life is full of uncertainties, but your financial future doesn’t have to be. Join Justin Eslick, VP, wealth management advisor with TIAA from noon to 1 p.m. Wednesday, Sept. 9 in 262 Rhatigan Student Center, Herrman Room, for an insightful session on common estate planning strategies, as he walks you through the essential building blocks of a solid estate plan.
Whether you’re just getting started or looking to fine-tune an existing plan, you’ll learn how to prepare for healthcare and financial decisions in case you’re ever unable to make them yourself, and whether lifetime gifts to loved ones or charitable causes should play a role in your strategy. You’ll also discover the right questions to ask your attorney, get familiar with the core documents every estate plan should include, and understand why asset ownership and beneficiary designations matter more than you might think — plus how to evaluate your potential exposure to estate taxes.