Merriman Webinar Why Everyone Needs an Estate Plan
Join us for an educational presentation on estate planning basics to ensure your plan is up-to-date and congruent with your wishes.
Merriman Wealth Advisors Lowell Parker, CFP® and Geoff Curran, CFP® are excited to be presenting alongside estate planning professional, Michael Biesheuvel of Puget Sound Wills and Trusts. We will review the basics of estate planning including:
- Why you should plan
- The four "core" estate planning documents
- Planning for incapacity
- And much more!
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Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby has now become a life-long passion, with an unparalleled passion for continuing education that makes him an expert in many subjects from traditional taxes and investments to business succession planning and executive compensation negotiations.
Lowell developed a passion for finance in high school, after some hard lessons learned. Now as a Wealth Advisor, he appreciates the opportunity to help his clients articulate, achieve, and expand on their financial and associated life goals. He particularly enjoys working with mid-career technology professionals.