Description
Great for those considering new estate planning or updates to an existing plan. This class is a practical guide to organizing your estate plan and making informed decisions. We will review wills versus trusts, funding trusts, and the roles of executors, trustees, and related fiduciaries. Learn about topics such as powers of attorney, advance directives, HIPAA authorizations, planning for a spouse’s death, final distributions, and pet provisions. We’ll also cover document storage, legacy letters, and concrete steps to get organized and take action!
