Whether you have never put a plan in place, or it has been many years since you did, an up-to-date estate plan gives you better control over your future. This free educational workshop will get you on your way to feeling more confident, no matter what phase of life you are in.
During the workshop we will discuss:
- The difference between revocable and irrevocable trusts and how they can work for you.
- How not having a valid Power of Attorney can lead to a mess
- The first steps to put your plan in place or update your documents.
- How transferring your home to your child may not be a good idea while you are alive
- Family challenges that can unhinge your estate plan
- Oops…(un)intentionally disinheriting a person
