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 Wednesday, February 8th at 2:00 pm EST for Understanding Estate Planning.

Meet Forward Accountancy, The Facilitator of Understanding Estate Planning

Jennifer moved to Humboldt County in 1975 from Southern California. She has worked in public accounting since 1980 and joined our firm in 2006. Jennifer works primarily in tax preparation for individuals and business entities.

Bachelor of Science Degree in Business Administration, Humboldt State University, 1977
Humboldt State University, completion of courses necessary to sit for the CPA exam

Professional Designation
CPA, licensed in California

Professional and Civic Involvements
Member of the California Society of CPAs
PTA board member since 1998

Community Involvements
Volunteer for school events
Donate baked goods for Soroptimist International of Arcata and other local fundraising events

Hosted by:

Forward Accountancy

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 Wednesday, February 8th.

I Look Forward to Sharing This Experience with You on Wednesday, February 8th at 2:00 pm EST!