Estate Planning Basics – Talk to your Family about Estate Planning
November 8 @ 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;
– Beneficiaries to financial accounts, such as life insurance, retirement stocks… things to have in mind;
– Minor children provisions.
FOCUS: Use the holiday season to talk to your family about death and incapacity in a way that does not ruin the holiday spirit. In fact, everyone will appreciate the time spent together even more.