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Estate Planning - More Than Just A Will
This webinar will walk through the fundamental concepts of estate planning - such as planning for incapacity, gifting, and planning for death. We will review basic planning tools such as wills, advance directives, and trusts. In addition, we will cover probate planning and transfer tax planning.

May 20, 2021 02:00 PM in Eastern Time (US and Canada)

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Speakers

Colin Nass, CFP®, AEP®, RICP®, WMCP™
Director, Financial Planning @MMBB Financial Planners, LLC
With over 25 years of experience, Colin Nass brings a broad range of financial planning and investment experience to MMBB. Prior to joining MMBB, Colin worked for Lenox Advisors providing financial planning to the firm’s High Net Worth clients. Colin has also worked for Deutsche Bank AG as a Director of Financial Sales and with Merrill Lynch in New York and Hong Kong. While working for Merrill Lynch, he was FINRA registered, passing the Series 3, 7, 8, and 63 exams. Colin has also passed the New York State Life and Health Insurance exam. Colin holds a B.S. in Optics from the University of Rochester and a Master of International Management degree from Baylor University in Texas. He earned his CFP® in 2005 and later earned the Retirement Income Certified Professional® and the Accredited Estate Planner® designations. Colin lives in Princeton, NJ with his wife and two children. He is a member of the Princeton Alliance Church and active in the church’s missionary work in Asia.