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Estate Planning 101: An Introduction to Estate Planning

Date and Time
Thu November 09, 2023
6:00-7:00 PM

In this seminar, we'll discuss:

  • The basic tools used to protect ourselves during a period of incapacity.
  • Who do you trust to make health and financial decisions for you if you are no longer able to make decisions for yourself or manage your daily obligations.
  • The simplest and easiest way to transfer assets at death.
  • Differences between wills and trusts.
  • The role beneficiary designations should play in the process.
  • What does a basic but comprehensive estate plan include.