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Estate Planning Basics: Financial Assets Beneficiaries
September 22 @ 6:00 pm - 7:00 pmFree
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?