Are you prepared for the task? One of the most often asked questions when a loved one passes is: “What do I do now?”
Join us for a FREE webinar, presented by Aloha Pacific Financial Group and Estate Planning Partners, to gain a better understanding of the duties and responsibilities involved when you lose a loved one.
- Date: Tuesday, February 25
- Time: Noon
- Register: Online here
- Speaker: Michelle Ogata*, attorney, Estate Planning Partners
After registering, you will receive a confirmation email containing information about joining the webinar.
Learn about the steps involved in administering an estate or trust. Topics will include:
- Finding and collecting assets
- Determining whether a Probate court proceeding is necessary
- Making immediate legal, time-sensitive decisions
- Notice requirements
- Reporting and distributing assets to the right people
- Legal release and discharge of duties.
*Michelle Ogata is not affiliated or endorsed by LPL Financial and Aloha Pacific Financial.
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. Aloha Pacific Federal Credit Union and Aloha Pacific Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Aloha Pacific Financial Group, and may also be employees of Aloha Pacific Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Aloha Pacific Federal Credit Union or Aloha Pacific Financial Group. Securities and insurance offered through LPL or its affiliates are:
