Estate Planning Explained

Learn about the estate planning process from beginning to end. We’ll look closely at the need to plan, the most common planning techniques, the documents used in the planning process, and the difference between a will and a trust. You’ll gain an understanding of probate, wills vs. trusts, Power of Attorney for healthcare and financial matters, and guardianship appointments. At the end of this program, attendees will have a thorough understanding of what steps they need to take to protect their spouse and heirs. Presented by Dr. Lydia Manning of Bentron Financial Group.

Registration required.