Understanding Estate Planning

Will Your Family Be Provided For?

How will your assets be preserved, managed, and distributed after death? Who will be in charge of your estate and health decisions in the event you become incapacitated?

These may not be fun scenarios to ponder; however, not having a plan can lead to disaster.

Would you rather leave behind a roadmap for your loved ones following your passing, or should they be left guessing what you would have wanted? If you have young children, who will care for them?

If you leave these questions unanswered, the fate of your family will be left to the courts to decide. Will the court know how to distribute your assets correctly or place your children with the right caregiver? Is that a risk you’re willing to take?

If you’re ready to make a plan, join me on Thursday, September 28th at 9:00 am PDT for Understanding Estate Planning.

Meet Eric Runge, The Facilitator of Understanding Estate Planning

Eric Runge is a Team-Based Model specialist who has been in the financial planning industry for 17 years. With his unique skill set, Eric specializes in helping accountants discover and solve the biggest problems plaguing the tax industry, including tax-season burnout, undesirable company revenues, and too many clients. Eric is married to Renee, and they have 2 children, Judah and Rillian, with another currently on the way. Eric is a third-generation Oregonian, and in his off-time enjoys whitewater kayaking, playing the drums, and Civil War history.

Hosted by:

Eric Runge

Estate Planning Myths

Just like planning for retirement, estate planning is a financial strategy that you can undertake to pass on your wealth to loved ones.

There are many myths surrounding estate planning. Don’t let the following misguided beliefs get in your way from protecting your family:
- Estate planning is just for the rich.
- I’m too young to worry about estate planning.
- My family will “do the right thing.”

Furthermore, estate planning is not a do-it-yourself project. You need someone experienced in estate law to help you carry out your final wishes in the best way possible. I know the ins and outs of the law when it comes to taxes, trusts, and wills, which is why I hope you’ll join me for Understanding Estate Planning on Thursday, September 28th.

I Look Forward to Sharing This Experience with You on Thursday, September 28th at 9:00 am PDT!