Description: 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;

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

– Minor children provisions.

FOCUS: Existing Estate Planning Documents – are they still valid? For how long? How do I make changes or do I need to amend my Trust?