The Basics of Estate Planning

28 May 2020


via Webinar

A reality of the global pandemic affecting us all has been a renewed focus on our health and on our loved ones. It is important, now more than ever, that you feel comfortable and confident about who will care for you and your children, and take charge of your financial affairs, in the event there is a critical change to your health. This webinar will help viewers learn about the basics of estate planning, and how to achieve certainty in this area of life during these uncertain times.

The following will be discussed:

  • Basic estate planning documents, including last wills, revocable trusts, durable powers of attorney, and health care directives
  • Guardianship for minor children
  • How assets are distributed in the absence of a will
  • A review of the probate process
  • Non-probate assets, such as retirement plans and life insurance
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