An Introduction to Estate Planning

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.