Ensuring that you have proper estate planning documents in place is a crucial part of the overall planning process. Trusts, Wills, and Powers of Attorney documents can make the difference between a smooth, private transition of assets to the next generation to spending many thousands and months sending an estate through probate.
You probably know someone who has gone through this process, perhaps yourself. This 60 minute informational seminar focuses on the differences between different types of Trusts, Powers of Attorney, and how they can benefit you and your loved ones. Other topics that will be covered include how to prevent nursing home spend down and Living Wills.
Join Jim Steinbrenner, CMFC® & senior director and Aaron Armstrong, PhD for this informational seminar, and please feel free to bring any questions that you may have regarding your own situation.
Appetizers will be served.