Broker Check
15 Aug
Estate Planning

Description

You will learn the following topics on Estate Planning, in easy to understand terms:

  • The advantages and disadvantages of Wills and Living Trusts
  • How Power of Attorney work and do not work. (Some may not be valid if you are disabled or pass away.)
  • How Probate Court works and why you may want to avoid it for your family
  • Why putting property in your child's name may be a mistake
  • Common missteps by families raising children with challenges, disabilities, or Special Needs
  • Protect your home from being swallowed up by nursing home care
  • Best Practices for naming retirement account and Life Insurance beneficiaries
  • Protecting your heirs inheritance from lawsuits, divorce, and spend-thrifts


Date and Time

Tue, Aug 15, 2023

6:30p - 8:00p EST

Location

Courtyard Marriott Newark - Concord Room

500 Highland Blvd
Newark , OH 43055
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PT1H30M

Event Registration