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Estate Planning Basics – New Year Resolutions

December 13 @ 10:00 am - 12:00 pm

Estate Planning Basics – New Year Resolutions

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;

– Beneficiaries to financial accounts, such as life insurance, retirement stocks… things to have in mind;

– Minor children provisions.

FOCUS: Join us and receive a Checklist of things you can do to make it easier on your family if something happens to you, even if you do not have an estate plan just yet.


December 13
10:00 am - 12:00 pm


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


The Well