Surprising Things You Don’t Know about Wills – CSA Webinar

May 27, 2010 - PRLog -- Estate planning is an essential step in preparing for your future. Having a good understanding of certain terms and various legal instruments is vital to accomplishing your basic estate planning goals. Learn how you can protect your family and your assets and avoid causing your loved ones undue stress by attending this webinar.

The Society of Certified Senior Advisors invites professionals to participate in our upcoming webinar, Surprising Things You Don’t Know about Wills. Author and Lecturer on Estate Planning, J. Mark Fisher, will host this live webinar to discuss the most common estate planning instruments associated with wills and trusts. He will address topics which include:
What can a will accomplish?
•   The expense of bond premiums, required of the person managing your estate if there is no will, may be waived in the will and possibly avoided.
•   Real estate and other assets may be sold without court proceedings if your will adequately authorizes it.
•   A trust may be created in a will whereby the estate or a portion of the estate will be kept intact with income distributed for the benefit of members of the family or others.

“Most individuals are surprised to learn that a will does not control everything upon death and many are confused about Power of Attorney issues, including HIPAA (Health Insurance Portability and Accountability Act)” – J. Mark Fisher

This presentation is free for members only and will be held on Wednesday, June 16th, 2010 at 12 PM (MST). Members of the public may register for a fee of $49. Register for this live event today at www.csa.us/UpcomingEvents

The Society of Certified Senior Advisors (SCSA) produces monthly webinars every month for our CSAs. This is only a small portion of the vast array of benefits offered to our CSAs that range from ongoing education to professional development.

J. Mark Fisher has been licensed in Florida since 1985 and limits his practice to estate planning and probate. In addition to having lectured statewide on the topics of estate planning, asset protection, avoidance of inheritance taxes and the use of the Living Revocable Trust, Mr. Fisher teaches classes on Estate Planning at the Fort Walton Beach campus of the University of West Florida and also hosts a weekly radio show on estate planning. He has published two books, "Estate Planning for Florida Residents," and his most recent, "Spending Grandma's Inheritance," which is available on this web site, www.jmarkfisher.com.

Keep in mind this webinar is only a few weeks away. Register for this live presentation today at www.csa.us/UpcomingEvents

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SCSA educates professionals to work more effectively with their senior clients. That means understanding the key health, social & financial factors that are important to seniors — so you can find success in the senior market.