Who Will Inherit the Mess?
Come learn the differences between WILLs and TRUSTs, how to avoid the pitfalls of Probate, and why it is vital that you (and your college-bound kids) have a current financial Power of Attorney and medical Health Care Directive form in place. This valuable presentation covers other important aspects of estate planning that most attorneys and advisors do not address—such as family dynamics, communication, tax avoidance strategies, and how beneficiary forms, Transfer on Death (TOD) and Payable on Death (POD) designations can be used to compliment a successful and comprehensive estate plan.
Don’t let your loved ones inherit a mess! Learn how to keep your estate out of court and how to make sure your assets pass quickly and smoothly to your beneficiaries. Finally…a workshop about estate planning that is informative, beneficial and non-intimidating. This 90-minute workshop will be followed by a Q&A session. Instructor is Jeff Litfin, Certified Estate Planner, Generations Law Firm.
What you’ll learn:
- Why so many estate plans fail—and how to make sure yours doesn’t
- The difference between a will and a trust, and which is right for your family
- How to keep your family out of probate and out of conflict
- What it means to “fund” a trust—and why it matters
- How to preserve family harmony and protect what you’ve worked for