Let’s talk about what documents are usually included in an Estate Plan: A Will, a Power of Attorney, an Advance Directive, a Trust or a Transfer on Death Deed – what they are & how and when they work.

Here some of the questions/topics addressed during this session:

– What is the difference between a Will and a Trust?

– Power of Attorney vs. Guardianship proceedings;

– What is probate? How to avoid it;

– Beneficiaries to financial accounts, such as life insurance, retirement stocks… things to have in mind;

– Minor children provisions.

FOCUS: When is the last time you looked at your deed(s)? What does it say? Do you have a joint tenant? Is that with the right of survivorship, or tenants in common? What is the difference? Let’s talk about it.