Classes

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