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