Estate Planning Basics: Financial Assets Beneficiaries
September 14 @ 10:00 am - 11:00 amFree
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?