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


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

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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