You have an estate plan, but . . . will your family know what to do upon your death or incapacity? Do they know which of your estate planning documents they will need to use and when to use them? Do you have a Trust? Is it properly funded? This is serious education about a critical piece of your estate plan. Attendees will learn the role of funding and how the various assets should be funded to meet your estate planning goals. We will discuss common mistakes and myths along with offering practical tips to complete your estate plan’s funding.
Join us for this unique class! Round up your Adult Children, Successor Trustees, Executors, and Power of Attorney Agents and bring them too!
Attendees will learn what to do after someone dies or is incapacitated, and the role various people and estate planning documents play in the process. We will also cover tips and recommendations on what you can do now to prepare for the future. Being prepared to implement an estate plan is just as important as creating an estate plan.