Estate Planning Basics - Wylkan Estate Planning & Certified Elder Law
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Taking the First Step:

Estate Planning Basics

During this video, estate planning and elder law attorney Phillip Wylkan talks about what prevents you from planning your estate and what you need to think about in order to comprehensively plan for the future.

Estate Planning Basics

What will you learn?

  • The essential documents you need to have in place (like a will, trust, powers of attorney, healthcare powers of attorney, living will and HIPAA release) for anyone over the age of 18.
  • The decisions around disability, long-term care, burial, and other considerations that generally come up.
  • Financial considerations like income taxes, retirement accounts, special needs and gift taxes you need to know about.
  • And hear from people just like you ask their questions and get educated answers from Attorney Wylkan.

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Estate Planning Personal Assessment

Take our quiz to see where you stand with your estate planning progress. Are you ready for the future?




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FREMONT
1243 Napoleon Street
Fremont, OH 43420
Phone: (800) 635-1355
Fax: (419) 332-5253

 
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