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Estate Planning Basics – Financial Assets & Beneficiaries

October 11 @ 10:00 am - 12:00 pm

Estate Planning Basics – Financial Assets & Beneficiaries

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;

– Minor children provisions.

FOCUS: Beneficiaries to financial accounts (life insurance, retirement, stocks bank accounts…) – things to have in mind. How can you provide for a gradual distribution? Can creditors access/request these funds after the owner’s death?


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


The Well