Estate Planning Basics - Enrolment Period Must-Dos

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Estate Planning Basics - Enrolment Period Must-Dos

Let’s talk about what documents are usually included in an Estate Plan: A Will, a Power of Attorney, an Advance Directive...

When and where

Date and time

Location

Cleveland County Wellness Square 210 S. James Garner Ave. Classroom 100 Norman, OK 73069

Map and directions

How to get there

About this event

Here some of the questions/topics addressed during this session:

- What is the difference between a Will and a Trust?

- Power of Attorney vs. Guardianship proceedings;

- Beneficiaries to financial accounts, such as life insurance, retirement stocks... things to have in mind;

- Minor children provisions.

FOCUS: Take the time to make sure your benefits reflect your needs. Let’s discuss questions to ask and things to

have in mind during this important period of the year.