Estate Matters: Principles of Preserving Wealth 

Trusts aren't just for Millionaires!

No matter your level of wealth, planning for your estate is very important to your financial plan. Join our discussion to help demystify estate planning misconceptions, including the differences between a Will and a Trust and the importance of Powers of Attorney documents.

Presented by:

Thomas A. Davia, CFP®

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Tom

Special Guest:

Matthew R. Margolis

Margolis Weldon LLC - Estate Planning & Elder Law

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).   Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS.  Securities and insurance offered through LPL or its affiliates are:

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. 

Matthew R. Margolis is not affiliated with LPL Financial.