Estate Planning Essentials

Thursday, December 10 | 4:00 pm

Estate planning graphicYour estate is everything you own — money, investments, real estate and any other personal property. There’s a lot to consider when planning, and because getting it right can be complicated, it helps to work with an experienced and trustworthy attorney who specializes in estate planning.

Virtually join attorney Martin T. Yarnell as he explains the importance of an estate plan, and why your plan is only as good as the supporting legal documentation that protects your assets while providing the flexibility and funds necessary for your care.

These critical documents include:

  • An Advance Health Care Directive, for medical decisions
  • Financial Power of Attorney, for monetary decisions
  • A Living Trust, to save the time and expense of probate
  • A “Pour-Over” Will, to direct all remaining property be poured over into your living trust

He’ll also explain the differences between a Will and a Living Trust, and why you need to have both.