Estate Planning Basics – Talk to your Family about Estate Planning

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Estate Planning Basics – Talk to your Family about Estate Planning

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;

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

- Minor children provisions.

FOCUS: Are you spending time with family this holiday season? Be sure to share some of your wishes and goals

with them. Use this opportunity to talk about medical wishes, assets distribution and plans for the future.