Estate Planning Basics - Financial Assets & Beneficiaries

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Estate Planning Basics - Financial Assets & Beneficiaries

: 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;

- What is probate? How to avoid it;

- Minor children provisions.

FOCUS: Beneficiaries to financial accounts (life insurance, retirement, stocks bank accounts…) - things to have in

mind. How can you provide for a gradual distribution? Can creditors access/request these funds after the

owner’s death