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SANTA BARBARA, CA—Northern Trust Senior Relationship Advisor Ben Pringle, CFP ®, CTFA, is offering tips for locals who will need to carry out a loved one’s estate plan. As the nation weathers the greatest intergenerational wealth transfer in history, his expert advice is relevant to an increasing number of people. Pringle will offer a survey of the topic in a one-hour free Zoom webinar on Tuesday, May 13 at noon.
After a loved one dies, those left in charge of settling the estate can spend months tying up loose ends. Pringle’s advice will help attendees prepare to take on this responsibility without feeling they are alone. He will share details on the many steps of estate settlement, from engaging with CPAs, attorneys, and service providers to managing accounts appropriately. Those interested in attending are invited to register online .