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Estate Planning Basics – Financial Assets & Beneficiaries

October 12 @ 10:00 am 12:00 pm

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?