ESSENTIALS OF ESTATE PLANNING

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. One attendee will win a free copy of Get It Together: Organize Your Records So Your Family Won’t Have To. Presented by Dr. Jim Flanagan of Bentron Financial Group. Registration required.