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Estate Planning Basics: Financial Assets Beneficiaries

September 22 @ 6:00 pm - 7:00 pm

Free
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Join Mona Guziar for this free class! Let’s talk about what documents are usually included in an Estate Plan.

Some questions/topics covered in this class include: What is the difference between a Will and a Trust? Power of Attorney vs Guardianship proceedings? What is probate and how to avoid it? Focus topic: Beneficiaries to financial accounts-things to have in mind. How can you provide for a gradual distribution? What happens if a listed beneficiary dies?

Details

Date:
September 22
Time:
6:00 pm - 7:00 pm
Cost:
Free
Event Category:
https://www.eventbrite.com/e/estate-planning-basics-financial-assets-beneficiaries-tickets-288105921567

Venue

Cleveland County Wellness Square, Classroom 100
210 S. James Garner Ave.
Norman, OK 73069 United States

Organizer

The Well
Email:
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