Estate planning is no longer as simple as having a last will and testament. Virtually every state has different laws on matters such as probate and inheritance, making who gets what a very complicated issue. This is especially true for blended families and those with otherwise ‘complicated’ relationships.
Even “perfect” families run into big issues and overwhelm when it comes to settling estates. Rifts can last a lifetime.
October Empowered Senior Series
At this month’s seminar we learned from local legal and financial services professionals as they discussed the pitfalls of poorly executed estate plans. In addition, discussed best practices for ensuring your estate is handled according to your wishes. Click here to see all the great photo’s from October’s Seminar.
Watch a Replay of October’s Empowered Senior Series
Click here to check out October’s full presentation.
5 Essential Documents To Have
- Will
- Trust
- Medical Power of Attorney
- Financial Power of Attorney
- Living Will or Declaration
Panelists
Amy DeWald, Attorney, Fleeson Gooing Attorneys at Law
Jason Bock, Attorney, Fleeson Gooing Attorneys at Law
Alex Robinson, Attorney, Morris Laing Law Firm
Gaylyn McGregor, Senior Wealth Advisor, Mariner Wealth Advisors
Paula Kidd Casey, Author, The Lawyer and the Law of Attraction
