Estate planning can feel overwhelming, especially when you are not sure where to start. Watch Casey Fox, Director of Financial Planning at Erben Associates, in this recorded introductory session covering the fundamentals of wills and trusts and the basic building blocks of an estate plan.
This webinar is designed for anyone beginning the estate planning process or looking to better understand the essentials. Topics covered included:
- The role of a will
- The basic purpose of a trust
- Key components commonly included in an estate plan
- Considerations when beginning the planning process
More advanced estate planning topics, including specialized trusts and planning techniques, will be addressed in upcoming Estate Planning 201 and 301 sessions.
Watch the Estate Planning 101 Recording
Originally presented September 22, 2026 at11:30 a.m. Central
The webinar includes a 45-minute presentation followed by 15 minutes of live questions and answers.
