Estate Planning Basics with a focus on Advance Directives

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Estate Planning Basics with a focus on Advance Directives

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

  • 2 hours
  • Mobile eTicket

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: What is an Advance Directive or Living Will? How can I execute one for free? What do I do with it? What

are some of the terms listed in the documents? What is the difference between the various conditions addressed

in the form?