TRUTH: If you fail to plan, you plan to fail.
Are you prepared if something were to happen to you? What if you're incapacitated? What if you have minor children? Own property? Deal with difficult family dynamics? Have elderly parents? Without a complete and carefully crafted estate plan, you or your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to ensure no one inherits a mess in the future.
Topics include:
- Understanding the crucial differences between Wills and Trusts
- Why every adult—yes, even your college student—needs a Power of Attorney and Health Care Directive
- How to sidestep Probate and keep your estate matters private
- The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
- Addressing family dynamics and avoiding common communication breakdowns
Led by Jeff Litfin, Certified Estate Planner at Generations Law Firm, this session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. A live Q&A will follow the presentation to help you get answers tailored to your personal situation.