Introduction to Estate Planning: Essential Legal Documents

An approachable course to educate adults on the key estate planning documents they need to safeguard their wishes and protect their families and future, along with common terminology, and do’s and don’ts. Topics include: Wills vs. Trusts: Pros and cons of each and other alternatives; Planning for incapacity with Powers of Attorney and Advance Healthcare Directives; Avoiding Probate and minimizing costs of after death administration; What to Expect if you are a Trustee, Executor or Agent for your loved one.