Learn what else may be needed to manage our medical and financial affairs (or that of our parents), as we age. Health Care directives, powers of attorney, the need to secure public or veterans benefits, and the preservation of assets when a spouse becomes ill, all may be necessary. In this session, these elements of your estate planning will be introduced and explained and then the session will be open to your questions.
Upcoming sessions:
SESSION 2 - Thursday, Sept. 25
Retirement Planning: How to get to the future you envision
SESSION 3 - Thursday, Oct. 2
The Anatomy of Estate Planning: Understanding the Basics of Wills vs. Trusts
SESSION 4 - Oct. 30
Investment Basics: Performance, Taxes, and Efficiency. Making your money last as long as you do