Ever wonder why you need an estate plan and how to get started on yours? In this Finance Workshop, the terms ‘estate’ and ‘estate plan’ are defined and discussed. Participants will come to understand that estate planning involves titling, documents, and structures, and learn about the four core components: a will, a trust, and two durable powers of attorney for financial and health matters. Participants will also discover the three mistakes to avoid making while estate planning and see how important it is to think through the people to involve in your estate plan. 

Register for this Microsoft Teams Virtual Session.

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