Webinar
The Basics of Estate Planning
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, if there is a critical change to your health. Learn about the basics of estate planning and how you can provide certainty in this area of your life during these uncertain times.
In this webinar, we discuss:
- 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