Estate Planning Basics with a focus on Vacation Planning

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Estate Planning Basics with a focus on Vacation 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

  • 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;

- Minor children provisions.

FOCUS: If I do not have an estate plan, what documents should I sign so my parents can watch our minor children?

What about giving them access to bank accounts? What is a Limited Power of Attorney? If I have a Power of

Attorney, will it work in another state/country? What am I missing?