In-Service Training – Key Considerations for Estate Planning

Come discuss what is needed to create an estate plan! Learn what estate planning is, what happens when someone plans ahead, and what a Will can and cannot do for them. A personalized plan can ensure that your consumers are protected and that their loved ones are cared for and are left feeling secure.

Get these questions answered and more:

Q: How to avoid common missteps with Beneficiary Designations?
Q: How to prepare for the possibility of becoming incapacitated and unable to make financial and medical decisions for oneself?
Q: Should there be a Durable Power of Attorney in place to give someone the authority to manage property in the event of becoming incapacitated?
Q: How can someone ensure that a surviving spouse won’t disinherit their children accidently or on purpose?
Q: What is probate? Why do people want to avoid it, and how can it be avoided?
Q: What’s the difference between a Will and a Trust?
Q: What is a Healthcare Power of Attorney and why is it considered critical to have one?
Q: What happens to property if someone dies without even a Will?
Q: How should families with a person with special needs plan differently?

Presented by: Kimberly A. Pisinski, Attorney

Register here: https://lifepathma-org.zoom.us/meeting/register/ODtAQMWWSj-EzLdA_tiSKQ#/registration