This 45 minute Zoom video call co-presented by Brown & Taylor will focus on common misconceptions about estate planning, four key documents you need, and other helpful insights about the planning process. Primary topics will include:
Wills & Trusts
Medical Durable Power of Attorney
General Durable Power of Attorney
Conversation about why these are necessary, how to establish them, and what happens if you don’t have them.
This webinar is part of our continuing quarterly webinar series called “What You Need to Know.”
https://prosperion.us/wp-content/uploads/2022/03/Estate-Planning-Thumb.jpg7201280Steve Boorenhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngSteve Booren2022-03-16 13:56:102022-03-16 13:59:33What You Need To Know: Estate Planning
As we age asking for help can be a challenging decision, especially when exploring options for housing and care in later years. Evaluating choices, determining costs, and reflecting on the ability to handle everyday tasks are questions few of us enjoy. What do you value about the way in which you currently live? What values […]