Estate Planning: It’s Not Just for the Rich and Famous – Why Everyone Needs a Plan

Does the phrase “estate planning” conjure up images of old money being transferred from one affluent generation to the next?

You may be surprised to learn that you don’t have to be old or wealthy or famous to benefit from an estate plan, because estate planning is not just about the money. Estate planning is about making sure your wishes are known and honored, and achieving peace of mind – for you and your loved ones – regardless of age or net worth.

In this webcast, Mark McLennon, vice president – investment advisory services, and Ruthann Driscoll, director – advanced planning, will define estate planning and its core elements, clarify key misconceptions and demonstrate how everyone can benefit from having an estate plan regardless of age or net worth.

Register for this webcast and learn:
  • Why all adults, regardless of age, benefit from estate planning.
  • The three core elements to start a solid plan.
  • Why do-it-yourself estate planning can be risky.
  • The impact of recent changes in federal estate tax laws.
  • How to ensure your plan remains a private matter.

Event Information and Registration

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Recorded: Tuesday, June 04, 2013
Duration: 26:30 minutes
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Mark McLennon, JD, CPA, CLU®, ChFC®, CFP®
Vice President - Investment Advisory Services
Northwestern Mutual

Mark has more than twenty years of industry experience, including private law practice. He currently manages the creation and delivery of solutions Northwestern Mutual wealth management advisors can offer to clients. He routinely speaks at national industry and professional advisor conferences on a variety of financial and estate planning topics.

Ruthann Driscoll, JD, CLU®,CFP®
Director - Advanced Planning
Northwestern Mutual

Prior to joining Northwestern Mutual, Ruth was a partner of a law firm, focused exclusively on estate planning, probate, charitable giving, guardianship and elder law. Today, Ruth is responsible for advising Northwestern Mutual’s financial representatives on the topics of estate planning, Social Security, Medicare and Medicaid.

Betsy Hoylman
Director – Media and Public Relations
Northwestern Mutual

Betsy joined Northwestern Mutual in 2004. She previously co-hosted a PBS program called Dollar Signs. Distributed across the country, the program focused on financial markets and personal financial planning.