Creating Your Estate Plan

Brought to you by Edward Jones Financial Advisors Karis Holnagel Frey, Whitney Pyles, Amy Straightiff and Emma Stone with presenter Joshua E. Hummer, Esq ~ founder and attorney, Relational Estate & Elder Law. Josh will walk attendees through the key components of a thoughtfully designed estate plan, including Wills, Trusts, Powers of Attorney, Advance Medical Directives and planning strategies to help avoid probate and minimize taxes. More importantly, he will share how a relational approach to estate planning goes beyond documents, focusing on protecting families, preserving relationships, and preparing loved ones for the practical and emotional realities that come with aging, incapacity, and loss. Participants will gain clarity on: • How to ensure their wishes are carried out • How to protect assets for spouses, children, and future generations • How to reduce potential taxes • How proactive planning can prevent conflict and confusion