Estate Planning Essentials for Atrium Physicians
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In this webinar, Benjamin Dolan, President of Dolan Capital Advisors, Inc., and Ryan Monk, President of Monk Law Firm, PLLC discussed essential estate planning tools that every physician needs in their estate plan.
Some common questions that were addressed include:
- Do I need a revocable trust?
- How do I make sure my kids don’t waste their inheritance?
- Do I need to worry about estate taxes?
- How does my 401K or IRA fit into my estate plan?
- Can I protect my assets from a lawsuit?
Physicians have a LOT on their plate, which doesn’t leave much time for researching what is needed for a thorough estate plan. We covered the essentials of estate planning and shared practical insights on the impact of estate planning for physicians.
We hope you enjoy!
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Nothing in this material should be construed as investment advice offered by Dolan Capital Advisors, Inc. This market commentary is for informational purposes only and is not meant to constitute a recommendation of any particular investment, security, portfolio of securities, transaction, or investment strategy. No chart, graph, or other figure provided should be used to determine which securities to buy, sell or hold. No representation is made concerning the appropriateness of any particular investment, security, portfolio of securities, transaction, or investment strategy. You should speak with your own financial professional before making any investment decisions.
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Certain statements contained herein are statements of future expectations and other forward-looking statements that are based on opinions and assumptions that involve known and unknown risks and uncertainties that would cause actual results, performance, or events to differ materially from those expressed or implied in such statements.
Ben Dolan and Michael Foster are investment advisor representatives of Dolan Capital Advisors, Inc., a SEC-registered investment adviser. Investment advice offered through Dolan Capital Advisors, Inc.