Estate Planning and Trusts

When was the last time that you updated your will? Do you have an active Financial Power of Attorney and an Advance Healthcare Directive? In this panel discussion moderated by BIP Wealth CEO Bill Harris, attorneys Sarah Watchko of Hill & Watchko, LLC and Tim Curtin of Curtin Law Firm, P.C., join BIP Wealth Personal Wealth Advisor J.P. Scott to explore the basic elements of building a solid estate plan  — and why having that plan is so important.


This webinar contains general investing and financial planning information that is subject to change without notice. Past performance is no guarantee of future results, and there is no guarantee that any views and opinions expressed will be what is best for your personal situation. Investing in the stock market and the bond market involves gains and losses, and may not be suitable for all investors. The information contained herein should not be construed as personalized investment advice, tax advice, or financial planning advice, and should not be considered a solicitation to buy or sell any security. Please consult with your personal wealth advisor for specific advice regarding your goals and objectives.