Ever wondered what an estate is and why having an estate plan matters? This session breaks down the basics by defining key terms like ‘estate’ and ‘estate plan’ and walking you through the essential steps to get started. You’ll learn about important tasks such as titling assets, gathering documents, and setting up the right structures to protect your wishes. We’ll also cover the four core components of an estate plan: a will, a trust, and durable powers of attorney for both financial and health decisions. Along the way, discover common mistakes to avoid to ensure your plan works as intended.

Participants will explore:
-What an estate and estate plan entail
-Key steps in creating an estate plan
-The four core components: will, trust, and durable powers of attorney
-Common pitfalls to avoid in estate planning

Empower yourself to protect your legacy and make informed decisions about your estate.