Wills Week

Wills Week

October 21 - 225 2024 was National Estate Planning Awareness Week, and UMB participated by providing free estate planning resources and a virtual estate planning conference. 

 

Do you have a significant other? Are you a parent? Do you own anything? 

If you answer yes to any of these, you need a will.

Nobody likes estate planning, but almost everybody needs to do it. The 2024 Wills Week Conference offered all members of the UMB community an informative path to get started.

This year’s program offered expert-led sessions on essential estate planning topics, including:

  • Comprehensive basics
  • Special considerations for first-time planners and parents of young children
  • How to have important conversations with loved ones
  • Making charitable provisions in your estate plan
  • Estate planning checklist and more

Wills Week Articles

Not enough assets ▾

Rather not think about it ▾

Takes too long ▾

Don’t know how ▾

No one to leave assets to ▾

Too expensive ▾

Haven’t gotten around to it ▾

2024 Wills Week Conference Presentations

Estate Planning Basics

presented by Shari Fleming, JD, AEP®, CAP®; Principal, The Law Office of Shari Fleming; Planned Giving Officer, Bowie State University

Watch Estate Planning Basics on Youtube

 

Getting It Right the First Time

 presented by Christopher B. Walter, Esq.; Attorney, Davis, Agnor, Rapaport & Skalny, LLC;

Watch Getting It Right the First Time on Youtube

Assessing Your Needs,

presented by Elena Sallitto, Esq.; Partner, Stavely & Salitto Elder Law, LLC

Watch Assessing Your Needs on Youtube

Sticky Conversations

presented by Malika Moore, MSW, LICSW, LCSW-C; Founder, Aging & Amazing®

Watch Sticky Conversations on Youtube

LGBTQ Estate Planning

presented by Lee Carpenter, Esq.; Principal, Offit Kurman, P.A.

Watch LGBTQ Estate Planning on Youtube

Click here to view speaker bios.

 

 

Legal services, including estate planning services, are available to UMB employees through UMB Guidance Resources.