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  • Brendan Sheehan

Estate Planning 101

During the webinar, guest speaker and Estate Planning Attorney David Guarino, Esq.

concentrates his practice on the overlap of tax and estate planning issues and frequently

includes the integration of special needs planning with traditional estate plans. David

also discusses the different types of documents, including your basic estate plan, durable

power of attorney, as well as health care proxy, and when each should be used.

In Brendan’s latest video, Estate Planning 101, he talks about the different types of documents and when to use them.

Topics Discussed:

  • Standard estate planning documents

  • Last will and testament

  • Durable power of attorney

  • Health-care proxy

  • Trusts

You can watch this video and others on the Waymark Wealth Management YouTube channel.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.