Personal Finance


Demystify Your Estate Plan: A Straightforward Approach

December 4, 2018
A two-part webcast featuring a panel of estate planning experts who introduce fundamental concepts and address more advanced approaches.

Key Points

  • An effective estate plan will detail your wishes around health care and finances should you become incapacitated or pass away. 
  • Essentially, there are four main documents that will provide direction both while you’re alive and after your death.
  • When drafting your estate plan, it’s important to share your plans with those who would be most affected by your decisions.

Please read the transcript of this webcast at your leisure.

This material has been prepared by T. Rowe Price for general and educational purposes only. This material does not provide fiduciary recommendations concerning investments or investment management. T. Rowe Price, its affiliates, and its associates do not provide legal or tax advice. Any tax-related discussion contained in this material, including any attachments/links, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or professional tax advisor regarding any legal or tax issues raised in this material.

View investment professional background on FINRA’s BrokerCheck.

Next Steps: