Your Financial Life

Your Estate Plan: The Basics Every Adult Should Know

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

4 minute read time

Estate planning can sound intimidating, but the reality is that you already have an estate plan, whether you created one yourself or left the decisions to your state's default laws. The question isn't whether you have a plan — it's whether it reflects your wishes.

In this webinar, Wealth Education Coordinator Maureen Holsen sits down with Director of Wealth Strategy Joe Maier to discuss the estate planning essentials every adult should know. You'll learn:

  • Why "doing nothing" doesn't guarantee your assets and decisions go to the people you intend 
  • Common misconceptions about who can automatically act on your behalf
  • The key documents that protect you while you're living and after you're gone 
  • Why your estate plan should evolve alongside major life events 

You'll leave with a clear understanding of the basics, the gaps you may have, and the simple next steps to help protect the people and priorities that matter most to you.

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.

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ABOUT THE AUTHORS

Joe Maier

Joe Maier

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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