Estate Planning Basics with a focus on Vacation Planning
Estate Planning Basics with a focus on Vacation Planning
Thu, Mar 23, 6:00 PM
Cleveland County Wellness Square • Norman, OK
Free
Actions Panel
Estate Planning Basics - Preparing for Incapacity and Existing Plans
Let’s talk about what documents are usually included in an Estate Plan: A Will, a Power of Attorney, an Advance Directive...
By The Well
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;
- Beneficiaries to financial accounts, such as life insurance, retirement stocks... things to have in mind;
- Minor children provisions.
FOCUS: Power of Attorney vs. Adult Guardianship Proceedings - what triggers them? Who determines that a
person is incapacitated? Existing Estate Planning Documents - are they still valid? For how long? How do I amend
my Trust?