Legal & Estate Planning

About this event

Get Your Ducks in a Row: What to Know for End-of-Life The first step to planning for the end of life is knowing what is helpful to do ahead of time. This is the third session in a six-part series that will feature in-depth monthly educational presentations. Attend any or all sessions. Legal & Estate Planning A thoughtful goal-directed estate planning process results in documents that communicate your wishes simply and clearly. This presentation will consider the importance of powers of attorney and how they are used by surrogate decision-makers to help as we age. We will discuss the differences between wills, trusts, and beneficiary designations to dispose of assets. We will also touch on what happens if you don’t have estate planning documents and the role of probate.

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