What You Need To Know: Estate Planning

This 45 minute Zoom video call co-presented by Brown & Taylor will focus on common misconceptions about estate planning, four key documents you need, and other helpful insights about the planning process. Primary topics will include:

  • Wills & Trusts
  • Living Wills
  • Medical Durable Power of Attorney
  • General Durable Power of Attorney
  • Conversation about why these are necessary, how to establish them, and what happens if you don’t have them.

This webinar is part of our continuing quarterly webinar series called “What You Need to Know.”

Steve Booren

Steve Booren is the Owner and Founder of Prosperion Financial Advisors, located in Greenwood Village, Colo. He is the author of Blind Spots: The Mental Mistakes Investors Make and Intelligent Investing: Your Guide to a Growing Retirement Income and a regular columnist in The Denver Post. He was recently named a Barron's Top Financial Advisor and recognized as a Forbes Top Wealth Advisor in Colorado.

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