Jim Flanagan from Bentron Financial covers the estate planning process from beginning to end. He will look closely at the need to plan, the most common planning techniques and the documents used in the planning process. The class explains the difference between a will and a trust and will give attendees an understanding of:
• Wills vs. Trusts
• Power of Attorney for Healthcare & Financial matters
• Guardianship Appointments
At the end of this class attendees will have a thorough understanding of what steps they need to take to protect their spouse and heirs.