Your Financial Life

Everyone Has an Estate Plan. Whose Deciding Yours?

by Joe Maier, JD, Maureen Holsen, CFP®, AIF®

4 minute read time

Estate planning can sound intimidating, but the reality is that every adult already has an estate plan. The question isn't whether you have one. The question is whether you've created it yourself or whether state law will make those decisions for you.

In this webinar, Wealth Education Coordinator, Maureen Holsen sits down with Director of Wealth Strategy, Joe Maier discuss the foundational estate planning concepts every adult should understand and the simple actions that can help protect both you and your loved ones.

Estate Planning Checklist

As you watch this webinar, consider whether you have completed the following items:

  • Named or reviewed your beneficiaries 
  • Identified who can make healthcare and financial decisions on your behalf 
  • Established basic estate planning documents, such as Powers of Attorney and a Will · Considered guardianship arrangements for minor children 
  • Reviewed your estate plan after major life events such as marriage, divorce, births, deaths, job changes or retirement 
Maureen Holsen speaking during a podcast or recorded interview in an office setting.

Learn the basics of estate planning

With Joe Maier and Maureen Holsen

Click below to download the slides from today's webinar. If you'd like to discuss your financial plan or have any questions, don't hesitate to contact your advisor. Want to hear your question covered in a future webinar? Submit it through the quick form below.

VIEW PRESENTATION from the recent webinar SUBMIT A QUESTION to contact an advisor today.

Take Aways

  • Details on the foundational documents and decisions that nearly every adult should have in place, rather than advanced legal or tax strategies. 
  • Review of how estate planning isn't just about what happens after you're gone; it’s also about protecting yourself and your loved ones while you're alive. 
  • Understanding of potential gaps in your planning and practical action steps you can take today to help protect the people and priorities that matter most.

Helpful Resources

Wisconsin residents can access 3 basic estate planning forms through the Wisconsin Department of Health Services. If you live in another state, check your state's Department of Health Services website for similar documents.

Here you will find the following forms:

  1. Medical Power of Attorney 
  2. Financial Power of Attorney 
  3. Basic Will Templates (if you have minor children)

Additional Resources

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ABOUT THE AUTHORS

Joe Maier, JD

Joe Maier, JD

SVP Director Wealth Strategy JD, CPA | Johnson Financial Group

Joe has extensive experience helping high‐net worth individuals, family offices, business owners and corporate executives meet their wealth and legacy goals. His areas of specific interest and skill include business succession planning, financial and estate planning, and wealth transfer strategies.

Maureen Holsen, CFP®, AIF®

Maureen Holsen, CFP®, AIF®

AVP Wealth RPS Education Specialist | Johnson Financial Group

As Assistant Vice President, Retirement Plan Services Education Specialist, Maureen focuses on delivering financial education, guidance and planning support to retirement plan participants. Maureen takes a highly approachable, consultative approach to working with clients and participants. She focuses on creating a comfortable environment where individuals feel confident asking questions and engaging in conversations about their finances. Maureen is passionate about helping individuals understand their benefits so they can become retirement ready.

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