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Recurring Event Event Series: Estate Planning

Estate Planning Basics – Talk to your Family about Estate Planning

December 7 @ 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…

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: Take the time to make sure your benefits reflect your needs. Let’s discuss questions to ask and things to

have in mind during this important period of the year.

Venue

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

Organizer

The Well
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