Estate Planning Essentials

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Name: Estate Planning Essentials
Section: Community Education
Group: Adult
Category: Finance and Life Planning
Instructor: Candace Pollock
Location: Garfield Middle School, Room 116, 13114 Detroit Ave

Resident: $15.00
Nonresident: $15.00

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Instructor Candace Pollock - Everyone has an “estate plan” whether they know it or not and regardless of whether their assets are generous or modest.  It occurs every time you create a joint title on a deed or name a beneficiary on an account.  Effective estate planning involves creating a combination of directives, such wills, trusts, and healthcare proxies, to authorize others to manage affairs during incapacity and at death.  The number and type of directives can be complex or simple, depending on your needs, goals and budget.  The key to good estate planning is making sure your plan is complete and understanding how each directive supports or undermines your overall intentions.  Plans with gaps or conflicts can require court involvement to dictate what happens to you and your affairs.  Attendees will learn about the core directives every person should have to protect themselves.  They will get an overview of the various legal directives used in estate planning and the role each plays in an overall estate plan—whether the plan is geared toward protecting minors, avoiding nursing home costs or saving estate taxes.  They will leave with a worksheet that helps them rate their existing plan for effectiveness.  Class Min 5/Max 30.

Dates and Times for Estate Planning Essentials
Tuesday 2/4 7:00pm-8:00pm
Download Forms for Estate Planning Essentials
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Mrs. Betsy Bergen Shaughnessy, Vice President
Ms. Linda G. Beebe
Mr. Michael J. Callahan
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